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.
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.
January 31, 2020
As an advocate for US Persons in Canada and an expert on their investment matters, I am no longer surprised when I come across US Citizens among us. Now, for the record I am not a dual citizen, but all...
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