David WooB.Comm, CFP, CIM, RFP
Senior Financial Planner
David Woo supports a select number of high-net worth families by addressing the major financial challenges they face. His long-standing clients appreciate his warmth and professionalism and the thorough, objective, and personalized financial advice he provides.
Within our team, David is extensively involved in investment due diligence and portfolio construction efforts. He provides remarkable insights on economic and market developments and is integral in ensuring our clients receive an unparalleled investment experience.
David began his career in 1987, working at the Institutional Equity Desk at Wood Gundy in London, England. Four years later, David moved to Canada and made Vancouver home. In 1991, he became a financial planner and spent the next two decades building a highly successful practice serving medical incorporated specialists, business owners, executives, and retirees.
In 2009, in an effort to provide clients with a higher level of financial planning and wealth management, David merged his practice with Frank Danielson and Ray Glicksohn to create Danielson Group Wealth Management of Assante Capital Management Ltd.
David attended the University of Saskatchewan, where he earned a Bachelor of Commerce with an honours in Finance. He also holds the Registered Financial Planner (RFP) and the Certified Financial Planner (CFP) designation since 1996 and completed the Certified Investment Management (CIM) designation in 2016.
What is David grateful for?
- Being able to enjoy the beautiful West Coast landscape with a run or hike along the local trails, kayaking or skiing
- My loving wife, son and large family – 5 sisters and 17 nieces and nephews!
- Amazing relationships and trust he has developed with his clients