Our lead trader, Barbara brings, among many other talents, her insight and expertise covering the administration of our client holdings in RRSPs, RRIFs, TFSAs, and RESPs.

Barbara has been a valued member of the Wooding Group since 2009.

Married with two daughters, Barbara enjoys reading, teaching, practicing Tai Chi and spending time with her family.

As a member of the team since 2009, TJ is our specialist responsible for the preparation of client meeting materials, custom reporting, tax assistance, client online account management, and is our team’s head office liaison.

Married to Jessica, with two children, TJ’s passions include playing outdoor hockey, fishing, and spending time drawing with his kids.

Rebecca has a Finance degree and a gift for spreadsheets.

She assists with client reporting, record keeping and analysis.

In her free time, Rebecca enjoys snowboarding, volleyball and spending time with her husband.

As a member of the team since 2019, John is working closely with TJ on client meeting preparation materials, client online account management, and client onboarding. John also facilitates client events and other marketing materials.

John is passionate about golfing, rock climbing, skiing, hockey, and cooking.

Ryan Romanko is an Estate Planning Specialist with extensive insurance and estate planning expertise gained through over 15 years of service to affluent clients. Ryan provides advice with regard to insurance and wealth management strategies, and his Team provides these services to select clients of CIBC and CIBC Private Wealth Management.

Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

By establishing trusted relationships Ryan has served our clients effectively, working in collaboration with your other professional advisors and by keeping the following business philosophy in mind:

• To understand your aims and hopes,
• To develop customized strategies which will address your aims and hopes in an efficient way,
• Thereby delivering peace of mind, through professional advice and products which meet your personal objectives.

Outside the office, Ryan enjoys spending time with his wife and son, traveling and is an avid skier and golfer.

As a Wealth Strategist, John uses an in-depth approach to understand your unique circumstances. He uses his experience to provide support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. John entered the Financial Services Industry in 1997 and has held various senior positions with investment and insurance firms in financial planning, investment advising, investment distribution, and portfolio management.

Diego is a Senior Private Banker with CIBC Private Wealth. Since 2009, Diego has been providing guidance to clients in the areas of Commercial lending, corporate treasury management as well as red-carpet banking. Diego is passionate about connecting with people and helping them achieve their personal and business financial goals. In his latest role as a commercial banking manager, Diego worked with numerous family owned/operated companies and developed a passion to for assisting clients with their multi-generational wealth transition needs. Diego holds the Family Enterprise Advisor designation since 2019. On a personal note, Diego and his wife Charlene lived in Australia prior to settling in Alberta. With the addition of their lovely girls Marcella and Luisa, they have called Edmonton home since 2018. Diego is the Board Chair of the Kara Family Resource Centre, and he is extremely proud to support this great organization and cause.