Investment Management Services
The core of our Investment work is to support Indigenous Nations & groups to thrive. Our belief is that money can be a supportive tool in the pathway to decolonization and Nation re-building.
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”).
Carol Ann Budd is a Portfolio Manager with Aligned Capital Partners Inc. (“ACPI”). ACPI is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI or Woodland Investment Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/ Woodland Investment Management and are covered by the CIPF.
Indigenous Wealth Stewardship Framework
At Woodland Wealth, we embrace a philosophy of wealth creation that braids together:
Our spiritual connection to the infinite energy of the universe
Indigenous values of reciprocity and relationships
Knowledge of the capital markets
Our mission is to illuminate the path to abundance with purpose and intent, all while fostering a greater good for our communities and the planet.
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Healing the Relationship with Money
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Build & Ground Into the Vision for a Thriving Community
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Follow the Guide of Spiritual Connection
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Aligning Investments with Values & Vision
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Continue in Our Role as Stewards
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