Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people whose financial affairs have reached a level of complexity that could benefit from professional assistance and coordination.

That’s where Woodgate comes in. Our team of highly accomplished financial industry experts will create and coordinate a cohesive strategy for all your financial interests – from investments* to tax planning – to help you achieve your goals. Think of us as your personal Chief Financial Officer.

PRIVATE CLIENTS

Woodgate helps individuals take control of their financial life. From financial planning and asset management to integrated strategies to grow and preserve wealth, our in-depth process puts our clients on the path to success.

EXECUTIVES

Executives and managers who run corporations face a unique set of personal and professional challenges. That’s why, in addition to our core services, we offer executive compensation and job offer consulting, stock risk management and more.

BUSINESS OWNERS

To help business owners strike the ideal balance between their personal financial needs and those of their business, our extended offering includes succession and business sale consulting, group compensation planning and more.

Dustin Dinis

Associate

After graduating with an Honors BSc in Psychology in 2014, Dustin started his career in the financial industry in the client service department of Canada’s largest independent investment company, CI Global Asset Management. After working through several positions inside the company. Dusitn became a VP of Sales. Here he gained experience in managing a team who serviced hundreds of advisors across Ontario. Dustin acted as a consultant to advisors helping them both with product and business management/development goals. He knew becoming an advisor himself was his ultimate goal in this industry, and years of working in that role in CI, getting to know all of the different types of advisor businesses and styles, he then understood the type of practice he wanted to join.

Dustin’s work experience combined with his interest in the psychology of behaviour towards finance drew him to Woodgate Financial. A firm and position that will allow him to be client-focused and share his key values.

Victoria Zaremba

Financial Planner

Victoria has built extensive experience and knowledge in the financial industry, in both corporate and personal finance. She graduated from York University with an Honors Bachelor of Commerce - Finance in 2007. From there, she earned several certificates and designations from the Canadian Securities Institute, including but not limited to, her Financial Management Advisor Designation (FMA), Certified Financial Planner Designation (CFP), and Chartered Professional Accountant designation (CPA). Victoria has previously worked for the Ministry of the Attorney General (Toronto) Office of the Public Guardian and Trustee (OPGT), as an Acting Senior Financial Planner and previously acting Team Leader, while working parallel as a Course Director for York University. She is Co-Author for ‘Personal Financial Planning’ 6th Ed. that will be published in 2022.

Christina Richardson

Client Relationship Associate

Having worked in the financial services industry since 2000, Christina is extremely knowledgeable about the administration of investment accounts and products. As a Woodgate client relationship manager, Christina is a resource for clients, helping them meet their day-to-day needs and inquiries.

Banya Paul

Client Relationship Associate

After graduating in 2018 with a bachelor’s in Literature, she started her career in client service with Marriott. She further went on to enhance her expertise with post-graduate qualifications in Human Resources and Project Management. Banya's blend of literary insight and strategic acumen equips her to foster and retain strong client relationships. As a Woodgate client relationship manager, Banya is a resource for clients, helping them meet their day-to-day needs and inquiries.