Woody Yang, PFP
Edgemont Village Branch, North Vancouver
"My clients are like family members and close friends, the relationship is built on trust, understanding and genuine care. Their unique stories inspire me to become better every day. I'm always there to celebrate their milestones, support them through difficult times, and help them achieve their financial goals by providing knowledge, expertise, and guidance.”
Woody is dedicated to surpassing her clients' expectations by delivering expert advice, personalized solutions, and genuine care. She works with clients to create customized financial solutions designed with their specific needs in mind. An experienced Financial Advisor, Woody has worked in the financial industry for almost ten years. She has supplemented her work experience by successfully completing the Personal Financial Planner (PFP) designation and is currently working towards obtaining her Certified Financial Planner (CFP) designation.
Her favorite part of being a Financial Advisor is having the ability and platform to help people achieve their financial well-being. “I work to build strong long-lasting relationship with clients, not only be the best resource in their financial journey, but also a part of their lives. I am inspired when I hear their life stories and dreams; and passionate about the opportunity to help guide them in achieving their goals.”
Building trust and establishing strong relationships with clients is of utmost importance to Woody. She believes in always following through on promises for clients, in providing exceptional service and is deeply dedicated to getting the job done. The experience of working with many different demographics has helped her build a strong foundation of understanding each individual’s needs at different life stages and unique financial situations. And she strives to provide them with simplified solutions, effective money management strategies, or comprehensive financial plans.
Woody and her team of specialists will develop and manage a lifespring® comprehensive financial plan for you, integrating everything from insurance†, investments and estate planning as well as your business banking (if applicable). Woody’s advisory team includes the following specialists: