It all starts with a vision

Woodland Wealth is an independent, First Nations-owned wealth advisory firm rooted in Sagamok Anishnawbek First Nation and Kingston, Ontario. We work alongside individuals, families, and communities to protect, grow, and steward wealth for today and the next seven generations.

Our Investment Philosophy

We see ourselves as stewards of our clients' wealth, not just managers of their money. That distinction shapes how we think about risk, time horizons, and what success looks like for each person and community we serve.

Our practice covers the full picture: investment advice, retirement and income planning, tax strategies, estate planning, education planning, insurance, debt management, and cash flow analysis. Carol Ann integrates behavioural finance and family wealth dynamics into all of it, so your plan reflects your values and your life, not just your balance sheet.

Where it makes sense, we lean into an alternative investing model, looking beyond stocks and bonds to private equity, commercial mortgages, direct real estate, and more. The goal is stable income and peace of mind over market noise.

Money is only one part of our journey together

How We Work

Investment & Planning

Carol Ann leads the firm, focusing on investment advice and financial planning. With over 30 years of combined experience in engineering and finance, she brings diligence and warmth to the practice. We go beyond the numbers to address the emotional and relational dimensions of money.

Individuals & families

Whole-Person Approach

Values-Driven Planning

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First Nation Partnerships

Aaron leads our growth initiative to serve First Nation communities, bringing experience as the former Chief Administrative Officer of his own First Nation. We walk alongside leadership to steward community wealth with respect, transparency, reciprocity, and long-term responsibility.

First Nation Communities

Generational Thinking

Community-Centred Stewardship

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Image Source: Rezolution Summit 2025

Your story

Integral to our work together is building a foundation of trust and transparency. From this place, we can uncover your money story and how it informs where you are and where you are going. Click below to learn more.

What is your story?

Workshops

We believe that wealth means more than money. It includes your well-being, your relationships, your sense of purpose, and your vision for the future. 

Our Welcoming Wealth™ Workshop Series is designed to explore all of this. Understanding our relationship and experience of wealth is the foundation of everything we teach. Developed for those who want to understand the emotional and relational factors that shape their money story before getting into the numbers, Welcoming Wealth is an evolving body of knowledge that grows with you.

The Vision Workshop helps participants clarify their personal and financial goals, and the Dream Builder Series is a deeper 12-week experience for those ready to turn vision into action. 

Sessions are interactive, discussion-based, and facilitated by certified Trauma of Money facilitators and a certified life coach. Our facilitators bring an awareness of colonial financial trauma, are sensitive to compensation settlements, trust structures, and intergenerational stewardship, and bring a holistic worldview aligned with the emotional and spiritual aspects of wealth.

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  • Daphne Christie, Kingston ON

    “I always look forward to our meetings and catching up on various things. You are very good at what you do and I feel fortunate to have crossed paths with you 'so many' years ago at a conference - I don't even really remember what it was about, but glad I remembered you!”

  • Alyssa, New Brunswick

    “You are truly the 5.0 financial therapist that the world needs. You do so much more than financial planning for people… you bring so much life force to it, and softness and character and love... you bring a very different element and quality to the world of finance.”

  • Elspeth, Kingston ON

    “What strikes me most is that Carol Ann is concerned about me first as a person, and second as a person in need of advice and guidance. She takes time at the start of every meeting to hear about my life, family, and aspirations and is genuinely interested in who I am. In this way, she tailors her advice to suit my needs, rather than keeping an eye solely on the bottom line.”

  • Lee & Rob, Kingston ON

    “We have been working with Carol Ann for several years now and can’t say enough good things about our experience. We truly believe that Carol Ann is working for the client and that her goal is to help us achieve the best return on our money, based on the current financial environment and our current personal situation. We would highly recommend Carol Ann to anyone looking for a hands-on knowledgeable investment advisor.“

  • Lindsay & Sean, Kingston ON

    Working with Carol Ann has revolutionized our financial life. Her “whole-picture” approach has helped us organize across areas such as education planning for our two young children, preparing for a house purchase, and developing an investment and savings plan for eventual retirement. We always leave Carol Ann’s office with a better understanding of our financial landscape, with clear and simple tasks to take us to the next level. Her relational and skilled approach to this work brings us more peace in our busy lives.