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

Tricia K. Spooner, CIBC Wood Gundy, Portfolio Manager/Wealth Advisor Choosing who you work with to manage your wealth requires trust and understanding. Live with Purpose. Invest with Intention.

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. They value working with a caring, passionate professional who is dedicated to assisting them along their journey.

As we step into 2026, it’s inspiring to see women’s health investing gaining real momentum. Innovative technologies, a g...
01/08/2026

As we step into 2026, it’s inspiring to see women’s health investing gaining real momentum. Innovative technologies, a growing focus on personalized care, and increased backing for female-led startups are opening new doors and addressing long-overlooked needs.

These trends are not just expanding the market—they’re paving the way for better health outcomes and real change for women everywhere.

Six trends are reshaping women’s health investing—from new funds and capital vehicles to rising demand and platform constraints shaping which innovations scale.

Women are not only accumulating wealth at a faster pace, but also redefining what it means to be financially empowered. ...
11/27/2025

Women are not only accumulating wealth at a faster pace, but also redefining what it means to be financially empowered. Open conversations and personalized advice are helping women align wealth with their values and goals.

This Forbes article explores how the rules of wealth are changing and who's leading the shift.

Instead of imagining power as something earned only through upward mobility, it’s time to rethink influence as something that can expand horizontally.

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.

Continue reading:

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.

Continue reading:

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.

Institutional   are not abandoning   programs despite political pressures around the globe, according to a new survey. R...
07/08/2025

Institutional are not abandoning programs despite political pressures around the globe, according to a new survey. Read more here:

"In a world marked by uncertainty, the 2025 edition of BNP Paribas’ biennial ESG survey shows institutional investors remain committed to sustainable

As a female  , you're bound to experience stress and burnout at some point in time. When that happens, try some of these...
06/26/2025

As a female , you're bound to experience stress and burnout at some point in time. When that happens, try some of these techniques to breakthrough the stress. Read more on Entrepreneur.com: https://bit.ly/4l4q9Lx

New research reveals the hidden strategies that separate thrivers from survivors in the entrepreneurial world

Being part of the sandwich generation means managing the needs of both aging parents and growing children, while also pr...
06/12/2025

Being part of the sandwich generation means managing the needs of both aging parents and growing children, while also prioritizing your own goals.

Having the right support in place means you can care for others without compromising your own well-being. At CIBC Private Wealth, we help you build a strategy that supports your whole family, while staying on top of important priorities.

For more on how CIBC Private Wealth can help you balance your goals, continue reading: https://bit.ly/3SKsrD0

The backlash against sustainable   has grown globally, but not in Canada. Canada was one of only 2 countries that contin...
06/10/2025

The backlash against sustainable has grown globally, but not in Canada. Canada was one of only 2 countries that continued to invest in funds in Q1 2025. Read more here:

Sustainable funds are shrinking globally as sightseers head to the exits, but ESG funds are still trending up in Canada and Australasia

Women in the sandwich generation are navigating career, caregiving responsibilities, and personal finances, often all at...
05/29/2025

Women in the sandwich generation are navigating career, caregiving responsibilities, and personal finances, often all at once.

At CIBC Private Wealth, we guide personalized strategies that support your family, while still prioritizing your personal goals.

Continue reading for more details on how we can help you find balance while also guiding important conversations with your family: https://bit.ly/43iDl95

Address

635 Fitzgerald Avenue
Courtenay, BC
V9N2R4

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Alerts

Be the first to know and let us send you an email when Tricia K. Spooner, CIBC Wood Gundy, Portfolio Manager/Wealth Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tricia K. Spooner, CIBC Wood Gundy, Portfolio Manager/Wealth Advisor:

Share