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The Wooding Group

  • Home
  • Who We Are
    • Our team
    • Additional Team Members
    • Our Methodology
  • Areas of Focus
    • Multigenerational Families
    • Business Owners
    • Incorporated Professionals
    • Women Navigating Transitions
    • Indigenous Trusts
    • U.S. Citizens Living in Canada
  • FAQ
  • Contact us

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Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5047
Email Email us
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Telephone Number Tel

PRESERVING PROSPERITY

As your wealth grows in complexity, it takes more than financial prudence to preserve it. Safeguarding what you’ve built means growing purchasing power, mitigating risk and tax, and stewarding wealth through the many transitions that occur within families, businesses and careers.

 

 

The Wooding Group is a multigenerational private wealth advisory team with a decades-long history of serving CIBC clients. Using the resources of the CIBC Private Wealth network to amplify the robust capabilities of our well-credentialed team, we build wealth continuity through major transitions, financial disruptions and future generations.

 

 

A process to make the complex simple.

Certain financial complexities, like cross-border tax considerations or conflicting family wealth goals, require a sophisticated approach. Our process is built on personal experience and technical knowledge, and it empowers our clients to make clear-sighted decisions.

    

         View our Methodology

 

Meet our core advisory team.

Our core team represents a diverse range of expertise, backgrounds and education. We pull it all together to pursue best outcomes for our clients through cohesive strategies and actionable insights.

 

          Meet our Team 

 

Our expertise is in-depth and in-house.

Discover our complementary areas of focus, including multigenerational family wealth, business transition planning, incorporated professionals, U.S. citizens living in Canada, women navigating transitions, and Indigenous trusts.

 

          View our areas of focus

 

 

The Wooding Group

 

Lindsay MacPhie: I think people come to The Wooding Group for a few reasons. One, we're really good at what we do. But all of our clients have a relationship with us. So we're not just another person that they pay for a service. And I think that we attract people that are looking for that connection so that they can build trust in something that's probably one of the most important things in their life.

 

Debra Wooding: We're a family business. We work with CIBC Wood Gundy, but we're a family business. Going to put our best foot forward for our clients and their families. And that's, I think, what really matters.

 

Thomas Wooding: I don't know of another family that has the dynamics of ours and the depth of ours in this industry. So, you know, I think the combination of experience and the fact that it's a caring family environment really makes all the difference in the world to how our clients do and their ultimate experience.

 

Lindsay MacPhie: When we talk about the responsibility of managing someone's wealth, it's a huge responsibility and one that we don't take lightly in our team. But it also has huge rewards when you see them, you know, meet their goals and have peace of mind about their finances.

 

[Lindsay MacPhie

Associate Investment Advisor, Business Leader

The Wooding Group, CIBC Wood Gundy]

 

[Tom Wooding

Portfolio Manager, Investment Advisor, First Vice President

The Wooding Group, CIBC Wood Gundy]

 

[Debra Wooding

Portfolio Manager, Investment Advisor, First Vice President

The Wooding Group, CIBC Wood Gundy]

 

Lindsay MacPhie: I think people come to The Wooding Group for a few reasons. One, we're really good at what we do. But all of our clients have a relationship with us. So we're not just another person that they pay for a service. And I think that we attract people that are looking for that connection so that they can build trust in something that's probably one of the most important things in their life.

 

Debra Wooding: We're a family business. We work with CIBC Wood Gundy, but we're a family business. Going to put our best foot forward for our clients and their families. And that's, I think, what really matters.

 

Thomas Wooding: I don't know of another family that has the dynamics of ours and the depth of ours in this industry. So, you know, I think the combination of experience and the fact that it's a caring family environment really makes all the difference in the world to how our clients do and their ultimate experience.

 

Lindsay MacPhie: When we talk about the responsibility of managing someone's wealth, it's a huge responsibility and one that we don't take lightly in our team. But it also has huge rewards when you see them, you know, meet their goals and have peace of mind about their finances.

 

[Lindsay MacPhie

Associate Investment Advisor, Business Leader

The Wooding Group, CIBC Wood Gundy]

 

[Tom Wooding

Portfolio Manager, Investment Advisor, First Vice President

The Wooding Group, CIBC Wood Gundy]

 

[Debra Wooding

Portfolio Manager, Investment Advisor, First Vice President

The Wooding Group, CIBC Wood Gundy]

 

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Contact us

Address

The Wooding Group Address
10180-101 Street
Suite 1800
Edmonton, AB T5J 3S4
Telephone number: (780) 498-5047
Toll-free: 1 (800) 232-7296
Fax: (780) 498-5055
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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