Investment Management Services
The core of our investment management practice is to support Indigenous Nations and organizations to thrive. Our belief is that money can be a supportive tool in the pathway to self-determination and Nation rebuilding. All investments are held to diligent compliance standards through the Canadian Investment Regulatory Organization (“CIRO”).
For individual and family financial planning, visit our Financial Planning page.
Woodland Investment Management is an approved trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a full-service investment dealer and a member of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO). Investment services are provided through ACPI or Woodland Investment Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/ Woodland Investment Management and are covered by the CIPF.
Trust Stewardship
Trust funds are held for the community over time, not for short-term results. At Woodland Wealth, we bring both professional expertise and lived experience to this work. Our team includes Anishinaabe professionals from First Nations communities, and we understand what it means to care for funds that affect families, Elders, youth, and future generations.
Our focus in trust stewardship:
Protecting trust capital so it is available when it matters most
Growing assets responsibly, with long time horizons in mind
Providing clear reporting that leadership and members can understand
Supporting governance and financial confidence, not replacing it
We see trust funds as tools of community resilience, supporting housing, education, health, cultural programs, and community vision long into the future.
Why Woodland?
Woodland Wealth is an independent, relationship-driven firm. Your Nation is never one client among many. Decisions are made with you, not for you. Our advice is free from product sales, hidden incentives, or outside agendas.
We work with Chief and Council, trustees, and finance committees, respecting established governance structures and decision-making processes. We provide clear, plain-language reporting and support that strengthens internal financial capacity rather than replacing it.
Trust funds belong to the community. They are meant to support programs, services, and opportunities, today and long into the future. Our role is to care for these funds with respect, transparency, and long-term responsibility so they continue to serve the people as intended.
Based in Sagamok Anishnawbek and Kingston, Ontario, we are close enough for in-person meetings when it matters. Small enough that leadership knows exactly who is managing the money. And accountable for the advice we give.
Image Source: Rezolution Summit 2025
Fee Structure
Fees for institutional accounts are determined on a case-by-case basis, depending on the size and complexity of the mandate. We are committed to a fee structure that is fair, transparent, and aligned with the long-term nature of trust stewardship.
For example:
Management Fees: A percentage of assets under management (AUM), typically ranging from 0.3% to 0.4%, depending on the size and complexity of the portfolio.
Performance-Based Fees: In certain cases, we may agree on performance-based fees, which are a percentage of the returns generated above a pre-defined benchmark.
Additional costs: Any additional costs such as transactional fees, custodial fees, or third-party charges are communicated up-front and detailed in our agreement.
The core management fee structure is tiered by Assets Under Management (AUM). The following is an example; each situation is unique, so this pricing is not guaranteed for your situation. This chart is for illustrative purposes only.
Total Investment Portfolio — Core Management Fees
First $5M: 0.50%
Next $20M: 0.40%
Next $25M: 0.30%
Next $50M: 0.22%
Next $150M: 0.15%
Meet With Aaron
Aaron St Pierre
DIRECTOR, FIRST NATIONS PARTNERSHIPS, WOODLAND WEALTH
Investment Representative, Woodland Investment Management of ACPI
B.A., M.A., MBA
Aaron is from Moose Deer Point First Nation, an Anishinaabe community south of Parry Sound, where he grew up on reserve. He holds a Master's in History and a Master's in Business Administration from Laurentian University.
Before joining Woodland Wealth, Aaron spent over a decade in leadership roles across First Nations governance, education, and the non-profit sector. He served as Chief Administrative Officer and Governance Director for Moose Deer Point First Nation, Director of the Four Directions Indigenous Student Centre at Queen's University, and Executive Director of both the Ki-Low-Na Friendship Society and the Native People of Nipissing Housing Corporation.
Aaron joined Woodland Wealth in the fall of 2025 and brings a deep understanding of how financial planning and investment management can support First Nations communities and individuals. He is passionate about helping First Nations people grow and steward their wealth, both personally and at a community level.
Aaron sits on the Governance Committee for Moose Deer Point First Nation and is a Board Member with the Kingston Friendship Centre. He lives in Kingston with his family.
Image Source: Rezolution Summit 2025
Ready to talk?
Your community deserves a partner who understands what's at stake. Let's start the conversation.