I have over twenty years of working in the field of socially responsible investing. Working closely together with my clients, I build custom portfolios based on the social and environmental values that they wish to incorporate into their overall investment strategy. I have previously served on the RIA board for nine years and was President and Chair for over three years. There has been tremendous growth in this area lately and there are many more options to choose from ..not all choices are the same. I look forward to working with new clients to achieve their financial goals and dreams through responsible investing.
Membership Type: Advisor
Ryan Fontaine
I bring my clients peace of mind by creating a clear, actionable strategy that allows them to meet their goals.
Whether our goals are accumulating wealth, or drawing a retirement income from life savings, I help navigate the complexities of the financial world, and the unpredictability of all stages of life.
There are many financial decisions to make throughout your life. I help my clients make the right ones.
Kellyanne Yep
Our business is rooted in impact and legacy. I invest with a purpose, and our team is perhaps best known for our institutional, “smart money” approach to investment management. We work with executives, families and private foundations across Canada and the USA to build, preserve and protect client capital.
If our purpose-led investment approach is our why, then our client servicing is our how. Your satisfaction is of the utmost importance to us. We pride ourselves on being proactively accessible to the individuals we work with 24/7, so you can focus on furthering your success and building your legacy.
For us, delivering outstanding service is as paramount as outstanding investment results.
TEAM AWARDS AND ACCOLADES:
★ Canada’s Top Wealth Advisors & Women Wealth Advisors, The Globe and Mail
★ Canada’s Top 50 Advisors, WP
★ 5-Star Advisors, Western Canada, WP
★ 5-Star Leading Women in Wealth, WP
★ Advisor of the Year, Alternative Investments, WP
★ Female Trailblazer of the Year, WP
★ National Client Dedication Award, CG Wealth Management
Tom Wooding
The Wooding Group is a top 25 CIBC Private Wealth Management Team in Canada located in Edmonton, Alberta. The Team is composed of Debra and Tom Wooding with their partners Lindsay and Peter MacPhie. The Wooding Group have stewarded the financial futures of individuals, successful families, entrepreneurs, Indigenous communities and Family Foundations for over 32 years. With our integrated wealth management approach, we have a standing record of achieving results for our clients.
We believe that every client is unique, and their portfolio should be as well. Our comprehensive Financial Plan is the foundation for building a customized portfolio that is reflective of your goals and can be accommodating for life’s changing circumstances.
We also “eat our own cooking” and believe that all chosen investments by our Investment Committee (Tom, Deb, Lindsay and Pete) should be in our portfolios – not just yours. This aligns us with you, which we stand behind and believe is a fair expectation for you to have of your Advisors. You should also know that we will shop the world for the best in class investments.
At The Wooding Group, there is no such thing as a typical client – each relationship is unique in its own way and we strive to personalize our service to meet your needs and exceed your expectations.
Margo Willmot
I have been working in the financial industry since 2000. I work with generations of clients in a holistic way, factoring in their short term as well as their long term needs. I am licensed with several life insurance companies and specialize in segregated investment funds. These investments are especially attractive for my older clients who are interested in estate planning due to Maturity and Death Benefit Guarantees and possible bypassing of probate.
I am passionate about Responsible Investments; it is so gratifying for me to work with clients who share my passion to take steps to make the world a better place for themselves and for future generations. Responsible investments apply negative screens as well as positive screens using shareholder advocacy to promote positive environmental, social or governance changes.
Segregated funds are offered by Financial Horizons Group, my Managing General Agency, Commissions, trailing commissions, management fees and expenses all may be associated with segregated investments. Please review the Information Folder before investing.
Brett Watson
As a Portfolio Manager and Wealth Advisor with RBC Dominion Securities, Brett provides access to a comprehensive range of services to help you build and protect your wealth. He is a graduate of the University of Manitoba, where he obtained a Bachelor of Commerce (Hons) degree. Brett is a firm believer in ongoing education and has acquired the advanced industry designations of Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM), and Personal Financial Planner (PFP).
Brett harnesses his expert knowledge and 20 years of experience to develop comprehensive wealth management solutions for his clients. His expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Before recommending any specific investments, Brett takes the time to understand your personal and financial goals, investment timeframe and comfort level with risk. From there, he can create a customized investment strategy, which includes guidelines on overall asset allocation among stocks, bonds and cash. As needs and goals evolve over time, Brett will revisit the strategy and portfolio to keep them aligned with your current needs and market conditions.
Chadwick Walker
Chadwick D. Walker helps you realize the value of your money. With an understanding of your unique situation and needs, he aims to help you set and achieve your financial milestones.
In addition to his investment industry accreditations, such as the Chartered Investment Manager designation, Chadwick holds a Bachelor of Science in Applied Physics from Simon Fraser University, and a Bachelor of Education from the University of British Columbia. His consultative, scientific approach to investing provides you with a clear understanding of your financial situation, so you can be confident and excited about your investment decisions.
Before joining Odlum Brown Limited, Chadwick was a successful Business Development Executive at Xerox, where he provided solution services to Fortune 500 organizations in order to increase their revenues through improved productivity and business process re-design. Chadwick was a professional educator in school districts across the Lower Mainland; he has also been a guest lecturer at the University of British Columbia, a guest on CTV’s “Ask the Experts” and a panelist with the BC Chartered Professional Accountants. Chadwick currently resides in Vancouver with his wife and daughter and is active in the local community.
Jean-Georges Vaillant
CABINET DE PLANIFICATION FINANCIÈRE
CABINET DE SERVICES FINANCIERS
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Terry Soucy
I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.
We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.
Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.
Let’s get started.
Carol Smith
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.