Investing Philosophy
Your investments are so much more than that. As we get to know each other and build financial plans to complement your life goals, your investments become a vehicle for achieving rather than accumulating. Together we can map out paths tailored to your unique goals.
We lean into an Alternative Investing model which is a modern way to diversify, align with sustainability, and create financial success. We look beyond stocks and bonds and explore the benefits of private equity and debt, commercial mortgages, direct ownership of real estate, and more. The goal is to be mindful of market volatility and prioritize stable income which prioritizes your peace of mind.
Financial Planning Services
Woodland Wealth is a safe haven, not only for your money but for sharing your financial fears, insecurities and the smallest to the biggest of your goals. At Woodland Wealth we provide the ability to see your financial future from 10,000 feet and help navigate the path to your destination. We participate in the transformation of the narrative of Indigenous people and wealth.
Investment management services
Working with our registered investment dealer, Aligned Capital Partners Inc., we set up investment accounts, select the appropriate allocations of funds, and monitor performance. All investments are held to diligent compliance standards through the Canadian Investment Regulatory Organization (“CIRO”).
Workshops
Our workshops are a great way to share wisdom in a group format. We can host them online or in person. Some common topics include:
Retirement planning
Personal Finance Workshop
Entrepreneurship Financial Workshop
Ability to tailor-make custom workshops to suit your needs
Fee Structure
Keep in mind that the annual fee structure can extend to children or parents. Bringing our families along the path of financial wellness is integral to our offering.
We are currently accepting new clients. In our experience, we find we are the best fit for clients with a portfolio of $250,000 or more investable assets.
Below is our current retail fee structure for families and individuals seeking financial advice. Corporate accounts are included with your personal assets when determining your Assets Under Management (AUM).
1.7% $500,000 and under
1.2% $500,000 - $1 million
0.95% on the next $1 million
0.75% on the next $3 million
0.55% on the next $5 million
0.45% on the next 10 million
0.35% on amounts over $20 million
*Our minimum annual fee is typically $4,250 per household. In the spirit of reciprocity and community, accommodations can be made on a case-by-case basis for individuals who do not meet the minimum investable asset figure. We encourage you to connect with us to discuss.
Note that fees for institutional accounts will be determined on a case-by-case basis.
The Journey
Our Office
Our office is located at 348 Bagot Street in Kingston, ON. The limestone building is warm and inviting with lots of exposed brick and colourful artwork.
