It all starts with a vision

Woodland Wealth is a custom-curated wealth advisory based in Kingston, Ontario. Led by Carol Ann Budd and Aaron St Pierre, our team brings decades of experience in financial planning, investment management, and institutional trust stewardship. We are grounded in an Indigenous worldview and guided by a commitment to long-term, relationship-driven financial care.

Carol Ann leads our retail practice, working closely with individuals and families. Aaron leads our institutional practice, supporting First Nations communities with trust fund management and governance. Together, they bring a shared commitment to transparency, care, and financial confidence.

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Your story

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

What is your story?

Money is only one part of our journey together

Woodland Wealth has a style all its own. Learn more about how we approach our work.

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Meet Carol Ann

Woodland Wealth was created by Carol Ann Budd. A few words to describe Carol Ann are: educated, hardworking, caring, Anishinaabe, mother, Nokomis, auntie, grounded, free spirit, honourary doctor of science recipient.

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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.