Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.
Looking for a financial advisor, then there’s a possibility we could be a fit. Please read the short description of who I typically serve and if you think there’s a possibility we’d be a good fit then feel free to get in touch. I’ve been fortunate to have a great group of clients for many years. While each client is unique there are a few commonalities that might help you determine if you would benefit from my services.
Most clients are either retired or within 15 years of retirement.
Most clients are conservative investors that place value in the safety of their investment plan and less emphasis on taking high risk to generate return.
My clients are patient, long term investors committed to having a plan to work for the rest of their lives – not short term that may or may not work. They are willing to embrace counter intuitive thinking in how they invest their capital and look to price action strategies on when to enter and exit the markets.
If you’d like to have a conversation about working together let’s invest an hour of time getting to know each other better, your financial goals, and help determine if there’s value I can provide in your life.
Financial Planning is more than a career; it’s a passion. I continually introduce members to the strategies and investment products that will help you achieve your financial plan.
“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.
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.
I provided financial planning and wealth management advice specifically tailored to personal and professional needs and priorities. I work with you to help develop clear objectives and achievable goals, while delivering the peace of mind you and your family are looking for.
I have over twenty years of working in the field of socially responsible investing. Working closely together with my clients, I build custom portfolios based on the social and environmental values that they wish to incorporate into their overall investment strategy. I have previously served on the RIA board for nine years and was President and Chair for over three years. There has been tremendous growth in this area lately and there are many more options to choose from ..not all choices are the same. I look forward to working with new clients to achieve their financial goals and dreams through responsible investing.
I bring my clients peace of mind by creating a clear, actionable strategy that allows them to meet their goals.
Whether our goals are accumulating wealth, or drawing a retirement income from life savings, I help navigate the complexities of the financial world, and the unpredictability of all stages of life.
There are many financial decisions to make throughout your life. I help my clients make the right ones.
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.