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Expert Areas

Finance, Insurance

Banking & Finance

Carol Ann Budd, Financial & Investment Advisor

Carol Ann provides a safe haven for your money and for sharing your financial concerns and goals. As an Anishinaabe kwe, the principles of prudent financial management are influenced by Indigenous worldviews and values.
She provides the ability to see your financial future and navigate the path to your desired destination. Through a caring and rigorous process and building long-term relationships, she provides clients with customized tax, investment, cash flow, retirement and risk management strategies. Her financial planning and investment education workshops can be tailored to the audience.

Indigenous led, Women led

B2B & B2C

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