Joey Wood
Business Development Associate & Dealing Representative
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Joey’s multifaceted skillset and experience led her to join Capstone in March 2021 as the Executive Assistant to Maria Dawes and later moved to the Business Development Associate & Dealing Representative role. She cares deeply about people, and values the personal relationships she has made and continues to develop as she works in the finance industry.
Previously, Joey owned and operated her own tax and accounting business which she grew from one to two locations to better help her clients. She also completed her Canadian Investment Funds course. Joey inspires clients’ trust, cares deeply about their well-being and has worked hard to promote financial literacy.
Joey loves volunteering at her church and feels incredibly blessed how faith has enriched her life. When she isn’t kayaking or diving into other water activities, she enjoys playing the guitar, singing, writing, and riding horses.
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BA
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Joey Wood
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Administrative Assistant
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Soo Khim Yeo
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Ashton Noot
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Felix Wong
CPA, CGA, BSc
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BA
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Gerard Feliciano
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Kit Lui
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Associate Portfolio Manager
Rachel Rajasooriar
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