The Wooding Group is a top 25 CIBC Private Wealth Management Team in Canada located in Edmonton, Alberta. The Team is composed of Debra and Tom Wooding with their partners Lindsay and Peter MacPhie. The Wooding Group have stewarded the financial futures of individuals, successful families, entrepreneurs, Indigenous communities and Family Foundations for over 32 years. With our integrated wealth management approach, we have a standing record of achieving results for our clients.
We believe that every client is unique, and their portfolio should be as well. Our comprehensive Financial Plan is the foundation for building a customized portfolio that is reflective of your goals and can be accommodating for life’s changing circumstances.
We also “eat our own cooking” and believe that all chosen investments by our Investment Committee (Tom, Deb, Lindsay and Pete) should be in our portfolios – not just yours. This aligns us with you, which we stand behind and believe is a fair expectation for you to have of your Advisors. You should also know that we will shop the world for the best in class investments.
At The Wooding Group, there is no such thing as a typical client – each relationship is unique in its own way and we strive to personalize our service to meet your needs and exceed your expectations.
I have been working in the financial industry since 2000. I work with generations of clients in a holistic way, factoring in their short term as well as their long term needs. I am licensed with several life insurance companies and specialize in segregated investment funds. These investments are especially attractive for my older clients who are interested in estate planning due to Maturity and Death Benefit Guarantees and possible bypassing of probate.
I am passionate about Responsible Investments; it is so gratifying for me to work with clients who share my passion to take steps to make the world a better place for themselves and for future generations. Responsible investments apply negative screens as well as positive screens using shareholder advocacy to promote positive environmental, social or governance changes.
Segregated funds are offered by Financial Horizons Group, my Managing General Agency, Commissions, trailing commissions, management fees and expenses all may be associated with segregated investments. Please review the Information Folder before investing.
As a Portfolio Manager and Wealth Advisor with RBC Dominion Securities, Brett provides access to a comprehensive range of services to help you build and protect your wealth. He is a graduate of the University of Manitoba, where he obtained a Bachelor of Commerce (Hons) degree. Brett is a firm believer in ongoing education and has acquired the advanced industry designations of Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM), and Personal Financial Planner (PFP).
Brett harnesses his expert knowledge and 20 years of experience to develop comprehensive wealth management solutions for his clients. His expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Before recommending any specific investments, Brett takes the time to understand your personal and financial goals, investment timeframe and comfort level with risk. From there, he can create a customized investment strategy, which includes guidelines on overall asset allocation among stocks, bonds and cash. As needs and goals evolve over time, Brett will revisit the strategy and portfolio to keep them aligned with your current needs and market conditions.
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I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.
We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.
Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.
Let’s get started.
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
Michael Silicz is the award-winning Portfolio Manager of the Silicz Wealth Management Team at National Bank Financial in Winnipeg. Michael uses Responsible Investments and buys and holds Canadian, US, and International companies that exhibit strong Environmental, Social, and Corporate Governance (“ESG”) scores relative to their peers. Michael is a director with the St. Paul’s College Foundation at the University of Manitoba, the major Catholic higher education institution in the province.
I help professional women & their families who are ready to free themselves from the stressful burden they feel about their money. Together, we will plan your finances around the life you want to live. We will create a plan that’s designed for your attitude towards risk and most importantly about the life you want to lead.
Ian has worked in the investment industry since 1996, joining RBC in 2000. He is a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) as well as a Senior Portfolio Manager & Investment Advisor. As part of an elite group of advisors at RBC Dominion Securities qualified to offer discretionary portfolio management, Ian had to meet exceptional standards in education, experience and assets under administration.
Ian attended the University of Waterloo, earning a Bachelor of Arts degree (Honours) in economics. He is a member of RBC’s Executive Council, recognized for exemplary business ethics, unparalleled commitment and dedication to clients, and best-in-class investment advice. He believes in building long-term relationships based on trust and is fortunate to have many clients who have been with him since the beginning.
Ian is responsible for the day-to-day management of your portfolio and leading an extended team of tax, estate and financial planning experts to provide you with an integrated wealth management plan.
Ian is a Portfolio Manager, Director, and Vice President of the Firm, and is a member of Odlum Brown’s Executive Committee. Prior to joining Odlum Brown in 1997, he spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs.
Ian has completed the CFA designation, which is focused on global investment knowledge, professional standards and ethics. As a Portfolio Manager, he is able to use that knowledge in helping clients meet their financial goals through Portfolio Managed Accounts (PMA).