Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can’t make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear?
We can help.
Responsible investing is not a sideline for Stephen Whipp Financial – it’s the only way we do business. We were early adopters and remain one of the few retail advisor teams in Canada to offer this level of dedicated knowledge and expertise.
We weigh more than short-term financial performance when assessing potential investments. We look for liabilities such as human rights violations, unethical governance or unsustainable environmental practices. These are risks to be factored into investment choices, along with the financials of a company. We look for strengths in the same areas, as we see them as indicators of a company’s long-term viability and sustainability. It’s a disciplined strategy that’s about managing your money without compromising your values.
This is activist investing with a long view. To preserve and protect the things most important to you. Not undermine them. Connecting the dots between what your money is doing and what you value for yourself, your family, the broader community and the planet.
“What’s Your Story”
While you Steer your Career or Business
Who’s Steering your Finances?
Changes in the financial world happen fast. Filtering through the noise and anticipating market fluctuations is job that no hard-working professional has time for. While you dedicate your time to professional growth in your field, the Remy Investment Group will stay at the front lines of your financial plan, and help you reach sustainable growth with a complete wealth management strategy.
Financial management has become increasingly complex. With so many different aspects of personal professional finance to manage it is essential to have a full team of experts handling the specialized details of your tax, estate, investment, transitioning, cash flow considerations and ESG screening.
Responsible Investing; Transition Strategies; Investment Strategies; Estate Management; Tax Strategies and Genuine Communications.
For more than 20 years, Daniel has provided sound financial advice and portfolio management to individuals, families and businesses. He helps clients protect and grow their wealth through an income-oriented and risk-managed dividend growth style. His expertise allows him to provide unbiased wealth management advice to clients, which includes aligning their investments with their core values. Daniel’s past role as the lead Portfolio Manager of a top-ranked Canadian dividend fund, small cap fund and energy fund provides clients with a unique investment approach normally only available to large institutions and funds.
A lifelong Calgarian, Daniel has a Bachelor of Commerce degree with a major in finance from the University of Calgary’s Haskayne School of Business. He has also earned the coveted accreditations of Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) and Responsible Investment Advisor Certification (RIAC). He is also Life Insurance licensed, allowing him to provide a comprehensive approach to estate protection and preservation strategies.
Daniel is actively involved with numerous charities including serving on the Boards of the Luna Child and Youth Advocacy Centre and Wing Kei Care Centre. He is a student mentor in the University of Calgary’s Calgary Portfolio Management Trust Program and is Honorary Chair of the Up the Down Dinner in support of the Down Syndrome Resource Foundation. Daniel is married with two young girls. His passions include travelling, reading, playing tennis, skiing, cycling and being able to give back to the community.
We help our clients clearly identify and articulate their goals, dreams and obligations. Focusing on each client’s core life objectives, we develop a long-term financial and investment plan that reflects and accommodates your changing circumstances.
Our business is rooted in impact and legacy. I invest with a purpose, and our team is perhaps best known for our institutional, “smart money” approach to investment management. We work with executives, families and private foundations across Canada and the USA to build, preserve and protect client capital.
If our purpose-led investment approach is our why, then our client servicing is our how. Your satisfaction is of the utmost importance to us. We pride ourselves on being proactively accessible to the individuals we work with 24/7, so you can focus on furthering your success and building your legacy.
For us, delivering outstanding service is as paramount as outstanding investment results.
TEAM AWARDS AND ACCOLADES:
★ Canada’s Top Wealth Advisors & Women Wealth Advisors, The Globe and Mail
★ Canada’s Top 50 Advisors, WP
★ 5-Star Advisors, Western Canada, WP
★ 5-Star Leading Women in Wealth, WP
★ Advisor of the Year, Alternative Investments, WP
★ Female Trailblazer of the Year, WP
★ National Client Dedication Award, CG Wealth Management
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.
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.
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.
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).
Your values are deeply personal. Our approach is too.
We work with clients to consider the profound questions, ‘Will I be OK?’ and ‘How can I look after my family?’, and move beyond that to help them connect their money to what’s meaningful to them.
We help business owners and professionals align their finances with their values, by planning for financial independence, family and social legacies, responsible investing and philanthropy.
People like doing business with us because they are ready to combine meaning with their money.
We are licensed as an independent agent to provide our clients with tax-preferred insurance solutions, employee benefit plans, responsible investments and sustainable retirement income.