Indigenous Wealth Management and Education for Your Community
For many of our clients, the challenge of how to steward wealth over the short term to meet their long-term generational goals can be daunting. With the resources of CIBC Private Wealth and the specialized expertise of our core team, we offer world-class trust expertise with pension- style asset management for Indigenous trusts. Our service is customized to ensure that the purpose, governance and strategy are aligned with your community’s goals for present beneficiaries and generations to come.
In addition to being recognized as one of Canada’s Top Wealth Advisors, our team has earned niche credentials, developed in-depth knowledge and acquired relevant experience guiding Indigenous groups through the complexities of their fiduciary responsibilities, the specifics of their trusts and the communication and knowledge transfer to the leaders of tomorrow.
Credentialed
The Wooding Group consists of multiple professionals holding numerous accreditations such as Responsible Investment Advisor Certification (RIAC), Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP) and Chartered Investment Management Analyst (CIMA). They are proud members of the National Aboriginal Trust Association (NATOA) and have a 20-year history of serving Indigenous communities throughout Canada.
Knowledgeable
Our team is closely familiar with the various trust options available today, and the complexities and implications of each. We guide our clients through a one-to-one process built on education and personalized service.
Experienced
As part of our decades-long history, our core different types of trust structures that are used throughout Canada to manage the wealth of communities under the seventh generation principle. We specialize in management of both non-trust assets and assets under a trust structure. We work with your Chief and Council, community trustees, investment management boards or corporate trustees to ensure that your unique goals, requirements and vision for the future of your community is realized. Success over a multigenerational time horizon requires developing a strong governance structure through thoughtful Investment Policy Statements to preserve your community’s wealth.
