Tricia K. Spooner, CIBC Wood Gundy, Portfolio Manager/Wealth Advisor

Tricia K. Spooner, CIBC Wood Gundy, Portfolio Manager/Wealth Advisor Live with Purpose. Invest with Intention. They value working with a caring, passionate professional who is dedicated to assisting them along their journey.

My clients are women and men from all walks of life who are interested in better understanding their wealth accumulation, investments and retirement strategies, but recognize they cannot do it alone.

Research shows that Canadian women are on their way to controlling almost half of the country’s total accumulated financ...
11/13/2025

Research shows that Canadian women are on their way to controlling almost half of the country’s total accumulated financial wealth by 2026.

Every financial journey starts with one decision: to begin. Whether you’re saving for stability or independence, the time to invest is now. Learn how to take the first step—and build confidence along the way. Check out this article by MoneySense to see how any women can start investing today.

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments doing? Here’s what Canadian women (and those in their lives) need to know about investing.

Recent research highlights that women continue to face unique barriers when it comes to investing. At CIBC Wood Gundy, w...
09/01/2025

Recent research highlights that women continue to face unique barriers when it comes to investing. At CIBC Wood Gundy, we believe that empowering women with financial knowledge and tailored advice is essential to closing the investment gap.

Continue reading:

Dr Ylva Baeckström shares her latest research into the finance industry, uncovering just how big the equality gap is between men and women. Drawing from her own work and a variety of published…

Although there has been a pullback from investments in recent years, the long-term climate risk is still material for ...
08/05/2025

Although there has been a pullback from investments in recent years, the long-term climate risk is still material for investors.

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Robust climate reporting frameworks play a pivotal role, not just in compliance, but as enablers of capital allocation.

As women are set to inherit large amounts of wealth in the coming years, the wealth management industry will have to ada...
07/24/2025

As women are set to inherit large amounts of wealth in the coming years, the wealth management industry will have to adapt to accommodate this growing cohort's investing habits.

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UHNW Women: Over the coming decade, women are expected to inherit and control a record share of global wealth.

Sustainable investing has gained tremendous traction, with younger investors leading the charge. Read more on Carbon Cr...
07/22/2025

Sustainable investing has gained tremendous traction, with younger investors leading the charge.

Read more on Carbon Credits:

Sustainable investing is booming as young investors drive demand, linking strong returns with values. Global assets may top $40T by 2025.

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Courtenay, BC
V9N2R4

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