I help my clients realize their retirement goals through socially conscious investing and financial planning.
Province Residing: Alberta
Justin G. Charbonneau, CFA, FCSI, RIAC
For nearly 20 years, Justin has helped clients protect and grow their wealth through an income and risk-managed dividend growth approach guided by his unwavering fiduciary duty. He previously served as lead portfolio manager of the fixed income and asset allocation committee for an asset management firm while also counselling high net worth private clients with their wealth management needs. Justin can also provide clients the full spectrum of risk protection and estate preservation strategies as he is also life insurance licensed.
Since 2011, Justin has served on the CFA Society Calgary investment committee, helping shape investment policy, manager selection and portfolio execution. From 2015 – 2019, he served as Treasurer for Jewish Family Services Calgary (JFSC), a non-profit, helping to chart a new path forward by bringing their Home Care Program in house. Over his career, he has also fundraised for various non-profit organizations including St. Mary’s University, the Down Syndrome Research Foundation and the YWCA.
Justin earned a Bachelor of Commerce degree (Haskayne School of Business at the University of Calgary) specializing in Finance and Risk Management. He also holds the coveted accreditations of Chartered Financial Analyst (CFA), Derivative Market Specialist (DMS) and Responsible Investment Advisor Certificate (RIAC). Justin is also a Fellow of the Canadian Securities Institute (FCSI).
Justin is married with two children and a boston terrier-chihuahua. He is an animal lover who enjoys reading about history, travelling, skiing and exploring new foods and wines.
Petra Remy
“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.
Daniel Cheng, CFA, RIAC, FCSI
For more than 17 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 Calgary & Area Child 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.
Lindsay M. MacPhie
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. At The Wooding Group there is no such thing as a typical client.
Tom Wooding
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.
Sterling Rempel, RIAC CFP CIM CLU TEP MFA-P
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.
Rafi Mohammed
Financial Planning- Retirement planning, tax planning, estate planning, risk management, investment planning, business owner planning,fee based accounts
Gary Lambert
We work with a limited number of clients to assist them in achieving the wealth they need for their lifestyle goals.
Kevin Halkyard
I am committed to helping you achieve your financial goals. Specializing in retirement income, risk management and estate planning strategies for both individuals and business owners. I work with clients to design a personal Financial Plan to meet their unique goals. I offer a wide range of investment (including Responsible Investments) and insurance related products, to meet the needs of each individual.