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Wealth Management Services
From starting to plan your financial future, to building your wealth, and managing your investments, we're here for all your wealth management needs.
Our Wealth Management services are for individual members, their families, and business members with multiple properties and large amounts of invested assets, which may create more complex tax and financial planning needs. We have the right wealth management tools, financial advice, and investment solutions for you.
Wealth Management Services
Kindred’s Wealth and Investment Team, in partnership with Aviso Wealth, is here to answer all your questions and offer personalized advice that helps you work towards your financial goals and build wealth for the future.
Mutual Funds
Mutual funds are an effective way to diversify your investments and reach your long-term goals. We partner with Aviso Wealth to offer mutual funds that fit your values and offer the potential for a competitive return.
Private Wealth Solutions
When it comes to managing your wealth, securing your future, and planning your legacy, our experienced financial professionals in partnership with Aviso Wealth are here to help you achieve your long term goals.
Building for Your Future
When you build a strong, financial foundation you can plan for, reach, and celebrate financial milestones.
1. Financial Plan
A personalized financial plan allows you to build a strong foundation to manage your priorities, work towards your goals, and find peace of mind.
2. Wills and Protection
We’ll work with you to ensure you have a will and power of attorney, and are aware of what you need to protect you in the event of:
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Disability;
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Critical illness;
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Loss of family member; or
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Losing a job.
3. Saving and Spending Wisely
Outlining your goals and laying out a plan to reach them will help you manage your cash flow, save for a large purchase, reserve emergency funds, save for retirement, or share with causes you care about.
4. Legacy
We will help you achieve your long-term financial and estate goals including:
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Wealth accumulation
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Wealth preservation; and
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Planned giving.
Create a financial plan to help navigate life transitions
Are you about to buy your first home? Starting a family? Sending children off to college or university? Retiring? Each season of life comes with its own opportunities. At Kindred Credit Union, we’ll help you make the most of them.
Wealth and Investment Insights From Our Team
See Our Team Provide Answers to Your Most Asked Financial Questions on YouTube.
Do-It-Yourself Investing
Whether you want to do it yourself online or work with our team of experienced financial experts over the phone, Kindred in partnership with Qtrade Direct Investing® offers powerful solutions for managing your income and wealth from self-directed investing.
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