Walt Woo Email & Phone Number
Financial Advisor
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Walt Woo Location
- West Vancouver, BC, CA
Walt Woo Work
- 2018 -now Financial Advisor @ HollisWealth, Investia Financial Services & FHG
- 2015 -2018 Sales Manager @
- 2012 -2015 Adivsor @
- 2009 -2012 Co-Owner @ 20 Flags 10 Gifts
- 2007 -2009 Financial Planner @
- 2006 -2007 Investment Advisor Associate @
- 2005 -2006 Investment Advisor @
Walt Woo Education
- Canadian Securities Institute
Canadian Securities Course
2005-2005 - McGill University
Bachelor’s Degree, Finance & Entrepreneurship
Walt Woo Skills
- Investment Management
- Securities
- Leadership
- Investments
- Management
- Strategic Financial Planning
- Finance
- Financial Analysis
- Mutual Funds
- Wealth Management
- Portfolio Management
- Investment Advisory
- Customer Service
- Investment Strategies
- Strategy
- Marketing
- Financial Planning
Walt Woo Summary
- Walt Woo, based in West Vancouver, BC, CA, is currently a Financial Advisor at HollisWealth, Investia Financial Services & FHG. Walt Woo brings experience from previous roles at Sun Life Financial, 20 Flags 10 Gifts and BMO Investments Inc.. Walt Woo holds a 2005 - 2005 Canadian Securities Course @ Canadian Securities Institute. With a robust skill set that includes Investment Management, Securities, Leadership, Investments, Management and more. Walt Woo has 1 emails and 1 mobile phone numbers on RocketReach.
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