Suan Woo Email & Phone Number

Suan Woo

Senior Financial Advisor at ATB Financial | Edmonton, Alberta, Canada

Suan Woo Socials
About Suan Woo

Suan Woo, as a Senior Financial Advisor at ATB Financial, plays a pivotal role in delivering comprehensive and tailored wealth management solutions to high-net-worth clients across the Alberta region. With a deep understanding of complex financial landscapes, Suan specializes in creating customized strategies that not only optimize wealth accumulation but also prioritize tax efficiency, estate planning, and risk management. Currently, Suan is leading several key projects focused on integrating advanced investment strategies and asset management techniques to help clients achieve their long-term financial objectives. These initiatives often involve sophisticated financial modeling and a keen analysis of fixed income and other investment options to ensure portfolio resilience and growth.

Leveraging a robust internal network of tax professionals, estate planners, and legal advisors, Suan ensures that each client’s wealth transfer and succession plans are meticulously crafted to align with their family dynamics and legacy goals. His expertise in income tax planning and individual pension plans allows him to develop comprehensive, tax-efficient retirement strategies that secure financial stability for clients and their families. Suan’s approach emphasizes relationship management, ensuring ongoing communication and adjustments to strategies as clients’ circumstances evolve.

By combining strategic planning with a deep understanding of law, estate issues, and risk management, Suan Woo helps high-net-worth professionals and families navigate complex financial decisions with confidence. His dedication to personalized service and his ability to synthesize diverse financial elements make him a trusted advisor committed to realizing his clients’ long-term wealth and legacy aspirations.

Suan Woo Work
1 experience icon

Senior Financial Advisor at ATB Financial in January 2009 to Present

2 experience icon

Associate Investment Advisor at DundeeWealth Inc. in January 2001 to January 2009

Suan Woo Education

University of Alberta, October 1993 to October 1997

Suan Woo Skills

Wealth Management

Retirement Planning

Estate Planning

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About Suan Woo's Current Company
Frequently Asked Questions about Suan Woo

What is Suan Woo email address?

Email Suan Woo at [email protected]. This email is the most updated Suan Woo's email found in 2026.

How to contact Suan Woo?

To contact Suan Woo send an email to [email protected]. (updated on February 03, 2025)

What company does Suan Woo work for?

Suan Woo works for ATB Financial

What is Suan Woo's role at ATB Financial?

Suan Woo is Senior Financial Advisor

What is Suan Woo's Phone Number?

Suan Woo's phone (416) ***-*457

What industry does Suan Woo work in?

Suan Woo works in the Financial Services industry.

Suan Woo Email Addresses

Email Suan Woo at [email protected]. This email is the most updated Suan Woo's email found in 2026.

Suan Woo Phone Numbers

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