The Wooding Group Process

When you have a clear roadmap to follow, you can pursue not just financial objectives, but rather life objectives that are made possible through financial strategy. This is the purpose of our planning process, which is both well-structured and highly customized.

 

STEP 1

Understanding

We listen to your story, experiences, goals and uncertainties. We help uncover and prioritize your objectives as we bring your financial picture into focus.

 

STEP 2

Gathering

Your financial statements and other documents are required for us to delve deeper. We also complete discovery exercises and bring other stakeholders, such as family members, into the conversation.

 

STEP 3

Roadmapping

Your roadmap defines central tasks, goals and projections, which inform the short-term decisions that drive longer-term outcomes.

 

STEP 4

Planning

We set out realistic steps to help reach your objectives and, in an easy-to-follow format, we present your financial, investing, income and estate plans. This may also include succession or transition plans.

 

STEP 5

Implementing

Working together with your tax and legal professionals, as well as relevant specialists within the CIBC network, we begin implementing your plans according to the roadmap we have laid out.

 

STEP 6

Coordinating

Our team provides proactive ongoing service that includes plan monitoring, specialized reporting, open communication, and individualized reviews that allow us to incorporate new goals and changing circumstances.

A Custom Investment Experience

At the same time that we develop your personal roadmap and wealth plans, we design a highly personalized investment portfolio that is rebalanced and adapted on an ongoing basis.

This helps ensure that the growth, income and risk management afforded by your investment portfolio will support the same life objectives that your other plans and strategies are helping you achieve.

 

 

The Benefits of Discretionary Investing

Because your personal asset allocation is designed and managed in-house by our team of portfolio managers, you can minimize time and paperwork, be better positioned to capitalize on emerging opportunities, and enjoy a more personalized investment experience. All Wooding Group portfolios are managed within a competitive, transparent fee-for-service arrangement.

 

 

 

 

 

 

Striving for Exceptional Risk-Adjusted Performance

Our approach is designed to help optimize portfolio gains and create income that aligns with your lifestyle needs. While adhering to a prudent investment policy, we strive for sustained, tax-efficient asset accumulation, diligent preservation and growth of purchasing power, and rigorous management of risk.

 

 

 

 

 

 

 

Driven by a Time-Tested Process

We have navigated multiple market cycles throughout our long history, helping clients stay on track to life objectives and even grow their purchasing power through it all. Our analytical investment process has stood the test of time, and we apply it consistently for each client.