“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.
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.
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.
We work with a limited number of clients to assist them in achieving the wealth they need for their lifestyle goals.
Patti Dolan is committed to helping investors align their investments with their personal values. With more than 39 years of investment experience, Patti started focusing on Responsible Investing (RI) in 1995 and is now one of Canada’s top RI experts.
Shareholder Advocate
Patti provides expertise in evaluating companies based on their Environmental, Social and Governance (ESG) criteria. She is a shareholder advocate. She votes all client shares in a way that best supports sustainable best practices and strong governance.
Involved in Education
Patti is committed to educating investors, institutional stewards, and the public about Responsible Investing. She is a keynote speaker, panel moderator, panelist, emcee, MBA presenter, and task force participant. She has taught a Social Finance class at Ambrose University.
In the Community
Community involvement is part of the foundation of Patti’s life. Patti participated in a study tour to Rwanda, attended sessions at the United Nations in New York, and reviewed companies for the UN Global Compact. She also held executive positions with the Alpine Club of Calgary, specifically as Access and Environment Chair, served on the Calgary Area Outdoor Council and was a member of the University of Calgary’s Sustainable Investment Committee.
Patti is past secretary for the Responsible Investment Association of Canada, and past chair of Vibrant Communities Calgary, and past member of the Conference Board of Canada Leadership Faculty at the Corporate Sustainability Institute.
She is a member of Be Local YYC, a Calgary sustainable business association.
A mother of two successful young men, Patti enjoys spending time in the mountains, traveling, commuting by bike, being a member of Foothills masters swim club, volunteering and being with her partner, Ken.
Alicja Brown is an Investment Advisor with CIBC Wood Gundy. For over ten years, she has been helping clients achieve their financial goals through comprehensive tax, estate, business succession and retirement planning.
Clients can expect a high level of service from Alicja and her team. Customized financial plans define each client’s own goals. An action plan details specific steps and a timeline of achievement. We build a team of professionals around our valued clients consisting of accountants, estate lawyers and others to ensure the alignment and prioritization of financial goals.
She is a member of FP Canada, the Alberta and Ontario Insurance Councils and holds a Bachelor of Science degree from the University of Alberta. She is on the Board of the Responsible Investment Association of Canada.
Alicja is passionate about responsible investment and looks forward to a day when the integration of environmental, social, and corporate governance factors are a step in every investment selection process.