The Wooding Group

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

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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