Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life.
Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people whose financial affairs have reached a level of complexity that could benefit from professional assistance and coordination.
That’s where Woodgate comes in. Our team of highly accomplished financial industry experts will create and coordinate a cohesive strategy for all your financial interests – from investments* to tax planning – to help you achieve your goals. Think of us as your personal Chief Financial Officer.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Ontario