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.
Services offered: Other
Kellyanne Yep
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
Brett Watson
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.
Chadwick Walker
Chadwick D. Walker helps you realize the value of your money. With an understanding of your unique situation and needs, he aims to help you set and achieve your financial milestones.
In addition to his investment industry accreditations, such as the Chartered Investment Manager designation, Chadwick holds a Bachelor of Science in Applied Physics from Simon Fraser University, and a Bachelor of Education from the University of British Columbia. His consultative, scientific approach to investing provides you with a clear understanding of your financial situation, so you can be confident and excited about your investment decisions.
Before joining Odlum Brown Limited, Chadwick was a successful Business Development Executive at Xerox, where he provided solution services to Fortune 500 organizations in order to increase their revenues through improved productivity and business process re-design. Chadwick was a professional educator in school districts across the Lower Mainland; he has also been a guest lecturer at the University of British Columbia, a guest on CTV’s “Ask the Experts” and a panelist with the BC Chartered Professional Accountants. Chadwick currently resides in Vancouver with his wife and daughter and is active in the local community.
Carol Smith
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
Michael Silicz
Michael Silicz is the award-winning Portfolio Manager of the Silicz Wealth Management Team at National Bank Financial in Winnipeg. Michael uses Responsible Investments and buys and holds Canadian, US, and International companies that exhibit strong Environmental, Social, and Corporate Governance (“ESG”) scores relative to their peers. Michael is a director with the St. Paul’s College Foundation at the University of Manitoba, the major Catholic higher education institution in the province.
Josh Quinton
Josh joined CIBC Wood Gundy in 2017 after 10 years of institutional investment management experience with Bloomberg in New York City. Josh is an award-winning global business manager, building analytics to bring transparency to the financial markets and advising some of the largest money managers in the world, including corporations, pension funds, hedge funds, central banks, and heads of government.
Our team invests globally, helping professionals, families, entrepreneurs, non-profits, foundations & institutional groups protect and grow wealth by investing across the capital structure. Josh has worked to help his clients implement ESG (environmental, social and governance) investments for the United Nations Environment Finance Initiative (UNEP FI)
Josh is equally passionate about the causes he helps support. Mr. Quinton strives to serve our community financially and by volunteering his time to serve as a Director on the boards of Shorefast, Innovate NL and Grenfell Association of America.
Josh grew up in a small family business in Newfoundland and is ardent in supporting local entrepreneurship as well as promoting self-sustainability and innovation in the province. He holds a Master’s degree in International Economics from Columbia University and a Bachelor of Commerce from Memorial University of Newfoundland.
Contact Josh at 800-563-0800 or josh.quinton@cibc.com
Betty-Anne Howard
Author of the book Making Your Dreams a Reality; Taking the Mystery out of Financial Planning and not the Magic. Award Winning, World Class Speaker, Betty-Anne has a passion for making information accessible, interesting, relevant and enjoyable.
She has been a Financial Life Planner for over twenty years and been a member of the RIA for most of those years.
Currently Betty-Anne is focussing on Philanthropic Planning, magnifying donors gifts to charities, enhancing their impact, to make as big a difference in the world as possible This is a part of her vision and values www.bettyanne.net. All of which go together nicely with her commitment to Responsible Investing.
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.
Janine Guenther
I have over 30 years of experience in the financial services industry. I hold a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, I am a member of CFA Institute and the CMT Association. My volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, I am a past member of the Curriculum Committee.
I was a proud volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In my community, I am currently a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. I am involved in volunteer activities at the school our children attend and the sports that they play.
One of the accomplishments in my life that I am most proud of is training and running a marathon in the year that I turned 50. I have always been athletic but never a runner (I am still not a runner) but was able to make a few lifestyle choices and learned how to make this happen! I am proud finisher of the New York Marathon and a few half marathons and 10K’s since then!