We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Private Wealth Portfolio Manager
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.
As an Investment Counsellor with RBC Phillips, Hager & North Investment Counsel, Matteo applies his diverse set of experiences in Portfolio Management, Investment Counseling and Financial Planning to assist each client relationship with their unique needs.
Matteo enjoys working with a select group of clients who value his personalized service and customized investment solutions. He employs an in-depth discovery process to elicit a comprehensive understanding of each individual’s financial circumstances and works in collaboration with in-house Financial Planning, Tax and Estate Planning specialists, along with clients’ existing Advisors, to develop sophisticated and creative solutions. Matteo is also supported by a team of key investment managers in strategic markets around the world.
Prior to this, Matteo held a Portfolio Manager role with a boutique Investment Management firm, where he managed over $300 million in discretionary client assets through an advisor referral platform. In addition, he co-managed the firm’s Canadian Equity and Enhanced Income funds while he acted as Chair for the Asset Allocation and Investment Review Committees.
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.
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.
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.