Who We Are
Woodland Wealth is a custom-curated wealth advisory owned and operated by Carol Ann Budd. We are a small firm with a robust and specialized network. We employ prudently managed progressive and profitable investment solutions. While formally founded in 2022, Carol Ann has been serving clients as a financial advisor for 14 years.
Carol Ann Budd leads this organization informed by a rigorous educational background and over 30 years of experience as a respected professional in Kingston, Ontario while also being humbly rooted in an Indigenous worldview. This is two-eyed seeing.
We are founded on the aspiration and realization of seeing more Indigenous women in positions of power in the financial industry. Woodland Wealth is the actualization of the emerging Indigenous economy.
Artwork by: Claire Shannon-Akiwenzie
Two-Eyed Seeing
This term is credited to a Mi’kmaw, Elder Albert Marshall. He described it as the ability to see the world through multiple perspectives. We view the world through a Eurocentric lens with one eye and we consider the world through Indigenous ways of knowing with the other eye.
As an Indigenous-owned business, the principles of prudent financial management are coloured by an Indigenous worldview and woven together to create the unique fabric of Woodland Wealth.
Our priority is to uncover and refine the vision for your life and provide tailored solutions and strategies to realize that vision. We believe in being approachable and open in the advisory process. Instead of leading with heavy finance jargon, we weave teaching moments into our process to ensure you are always well-informed.
Meet your advisor
Carol Ann Budd,
WEALTH ADVISOR & FOUNDER, WOODLAND WEALTH
Investment Advisor, Aligned Capital Partners
B.Sc., P.Eng., CFP®, DSc, CIM®
It is with gratitude and honour that Carol Ann carries her life’s work. To be trusted with people’s wealth, their goals and dreams, and personal stories is a great responsibility she holds as a gift. Carol Ann creates a safe space to freely discuss her clients’ relationship with money and ultimately build lasting trust.
Her financial services career has focused primarily on active professionals, business owners, and retirees who value their time and peace of mind. She has helped clients build their wealth while also ensuring it provides a secure, protected, lifelong income aligned with their life goals.
Carol Ann is a certified Trauma of Money practitioner. She is proud to weave this insightful method into her client work and workshop delivery.
As proud member of Sagamok Anishnawbek First Nation, Carol Ann spends her spare time promoting education and revitalization of Indigenous languages and culture. She is co-chair of the Aboriginal Council of Queen’s University and sits on the Board of Directors of the Kingston Indigenous Languages Nest. Rooted in her Anishnaabe roots, Carol Ann lives her life following the 7 grandfather teachings: humility, honesty, respect, courage, wisdom, truth, and love. She carries these foundations into her client relationships and professional work.
Meet the Team
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Carol Powley
EXECUTIVE ASSISTANT & OFFICE MANAGER
With over 29 years in the financial services industry, Carol has demonstrated the top levels of administrative, office management, and client service skills. Carol’s warm and friendly nature compliments her polished and professional manner. Carol has been with Woodland Wealth since May 2021. However, Carol and Carol Ann spent a decade working together at a previous firm. Carol is a proud mother of two and grandmother of two.
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Ray Espaniel Hatfield
ASSOCIATE
Ray, a member of the Sagamok Anishnabek First Nation, has 35 years of federal public service experience. His expertise spans various governmental roles and Indigenous relations, making him a vital asset to our team. Raymond Hatfield has an Honours Bachelor of Commerce from Laurentian University and a Bachelor of Law Degree from Queens University. He was awarded the Queen Elizabeth II Diamond Jubilee Medal for Executive Leadership Excellence. Ray was also presented with an Eagle Feather from Elders Dan & Marylou Smoke recognizing his commitment/contribution to advancing Aboriginal issues.
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Vaneesa Cline
ESTATE PLANNING SPECIALIST
Vaneesa specializes in estate planning and insurance, offering peace of mind and tailored financial solutions. Vaneesa graduated with a Bachelor of Communications Studies from the University of Calgary and has achieved Professional Financial Advisor (PFA), Certified Health Insurance Specialist (CHS), and Chartered Life Underwriter (CLU) designations. She is dedicated to protecting your wealth and family's future.
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Taylor Fox
ADVISOR, STRATEGY
As an Anishnaabe woman, Taylor continually aims to bridge the gap between business strategy and Indigenous values. She has a rich background supporting small businesses in strategy and communications. She recently completed an Indigenous Leadership Executive MBA where she explored decolonial business strategies, positioning us to enhance our growth and engagement efforts. Taylor has a B.Comm, MBA and is a Trauma of Money™ Facilitator.
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Harley McGuinty
PLANNING ASSOCIATE
Harley is a dedicated Planning Associate with a focus on personalized financial strategies, ensuring our clients' unique needs are met with precision and care. He is proficient in Quickbooks and Morningstar Advisor Workstation. He is currently pursuing a Registered Retirement Consultant (RRC) designation to continue to support Woodland Wealth clients. Outside of work, Harley is a proud and supportive uncle to his nephew Felix.
Our Values
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Our clients gain clarity and control of their financial wealth by using my love for working with their numbers. Clients love the peace of mind that having their financial life in order brings.
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Our practice is built on respectful relationships with our clients and working collaboratively. We understand and respect each clients’ background, philosophy, goals and concerns related to their wealth.
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We take the responsibility to be a trusted financial advisor very seriously. It takes courage to carry this responsibility.
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We bring objectivity and education to guide your financial decisions. We disclose any conflicts of interest and offer transparency around our costs and compensation.
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We rely on and refer to the expertise of lawyers and accountants for areas beyond our scope of practice. My work is a very small part of a greater plan for the good of our clients.
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I call upon my wisdom to be used for the good of our clients. This includes continually seeking to expand my knowledge in the fields of financial planning and investment management.
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To speak the truth, and be true to ourselves and those we serve.
Woodland Wealth
The name Woodland Wealth is inspired by Carol Ann’s connection to her ancestral land of the Anishinaabe nation in northern Ontario. These woodlands have inspired countless artists and people over time. The name came to her through her cousin as they sat together looking at this scene of Biscotasing Lake.
This tree is visible from the porch of the home and is a reminder of the original woodlands that inspire Carol Ann and many other Anishinaabe folks.
