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The Wooding Group

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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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Blue text of The Wooding Group with Private wealth advisory services below and two blue peaks of different sizes to the leftThe Wooding Group has been private wealth advisors for almost 30 years. We manage the financial affairs of individuals, successful families, entrepreneurs, companies, and Indigenous communities. We seek relationships that are the right fit for the client and ourselves. We generally specialize in solutions for high net worth clients and their families. 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.

 

 

The Wooding Group

This is a family practice, and we believe clients should be front and center. We sustain a "people first" practice through our strong relationships, strategized processes, sustained customer satisfaction and consistent engagement with clients.

 

The Wooding Group

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.

 

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.

 

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.

 

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.

The Wooding Group

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.

 

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.

 

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.

 

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.

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Our Difference

Get to Know the Key Members of Our Group


Deborah WoodingDebra Wooding, First Vice-President, Portfolio Manager

“I love getting to know people.”

Debra believes that all relationships start with a connection, and continue to grow by forging a powerful bond that endures

Read more

 

Tom Wooding

Tom Wooding, First Vice-President, Portfolio Manager

“I’m always learning in this industry.”

Tom applies his skills in a process driven manner to optimize gains and minimize risks, achieving our client’s goals. 

Read more

 

Deborah Wooding

Lindsay MacPhie, Investment Advisor

“It’s about a relationship.”

Lindsay’s role as Business Leader and Associate Investment Advisor is integral to the sustained satisfaction of our clients.

Read more

 

Tom Wooding

Peter MacPhie, Investment Advisor, Portfolio Manager

“I always act in the best interest of our clients.”

Pete’s goal is to facilitate the engagement of new client relationships to our practice. 

Read more

 

 
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Contact us

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.