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Woodland Wealth Inc.

Alberta || British Columbia || Manitoba || Ontario
Finance/Banking

About Woodland Wealth Inc.

Woodland Wealth is a safe haven, not only for your money but for sharing your financial concerns and the smallest to the biggest of your goals. Owned by an Anishinaabe kwe, the principles of prudent financial management are influenced by an indigenous worldview and values.

At Woodland Wealth, we provide the ability to see your financial future and help you navigate the path to your desired destination. Through our caring and rigorous process of building long-term relationships, we provide families and individuals with customized tax, investment, cash flow, retirement and risk management strategies. Teaching is woven into our process, and we offer workshops for all financial and investment education levels. We welcome working with First Nation communities. Our mission is to participate in the transformation of the narrative of Indigenous people and wealth.

Keywords: Financial Planning, Financial Advice, Investment Planning, Investment Advice, Workshops, Female Investor, Indigenous Female Investor, First Nation Trust

Contact

Contact Name: Carol Ann Budd
Job Title: Founder and Principal Advisor
Email Address: cbudd@alignedcapitalpartners.com
Phone Number: 613-767-1234

Location

Office Address
348 Bagot St, Unit 106
Kingston, ON
K7K 3B7, Canada