Woodland Wealth

Financial Services • Kingston, Ontario, Canada • 1-10 Employees

Company overview

Headquarters	348 Bagot St, Unit 106, Kingston, Ontario K7K 3B7, CA
Phone number	+16137671234
Website	woodlandwealth.ca
NAICS	52
Employees	1-10

Key Contact at Woodland Wealth

Carol Ann Budd

Founder and Principal Advisor

About Woodland Wealth

We provide prudent financial advice and education to clients while developing strong, caring, long-term relationships. We are essentially "on retainer" for questions and concerns, big and small. We've even been known to accompany clients to car dealerships, their employers' pension plan offices, or any location where we can provide support and guidance for sound financial decision-making. Our clients are Canadians and tend to be professionals, business owners or retirees, often with strong female decision-makers in the family. Speaking of families, we work with clients' parents and children, supporting the intergenerational transfer of wealth. We offer financial empowerment workshops on a wide range of topics and work with First Nation communities. Being an accredited Canadian Council of Aboriginal Business member, we combine our Anishinaabe worldview and values with the rigours of the investment and financial industry. Woodland Wealth is actively transforming the narrative of Indigenous people and wealth.

Woodland Wealth revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding