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    Wealth Management Services

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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.

    Financial Advice

    Wealth Management Services

    Kindred’s Wealth and Investment Team 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.

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    Mutual Funds

    Mutual Funds

    Mutual funds are an effective way to diversify your investments and reach your long-term goals. We partner with Qtrade Asset Management and Qtrade Advisor to offer mutual funds that fit your values and offer the potential for a competitive return.

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    Fee for Service

    Private Wealth Solutions

    When it comes to managing your wealth, securing your future, and planning your legacy, our experienced financial professionals are here to help you achieve your long term goals.

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    Building for Your Future

    When you build a strong, financial foundation you can plan for, reach, and celebrate financial milestones.

    Financial Plan

    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.

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    Wills and Protection 

    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:

    • Disability;

    • Critical illness;

    • Loss of family member; or

    • Losing a job.

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    Saving and Spending Wisely 

    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.

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    Legacy 

    4. Legacy

    We will help you achieve your long-term financial and estate goals including:

    • Wealth accumulation

    • Wealth preservation; and

    • Planned giving.

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    Prepare for life's transitions

    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.

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    Wealth and Investment Insights From Our Team

    Mutual Funds 101: Pooled Investments Explained

     

    How (and When) to Start Saving for Your Retirement

     

    Five Key Steps to Accomplishing Your Investing Goals

     

    See Our Team Provide Answers to Your Most Asked Financial Questions on YouTube.

    DIY Investing

    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 offers powerful solutions for managing your income and wealth from self-directed investing.

    Learn more about DIY investing

    Meet with a member 

    of our Wealth and Investment Team for investing advice with values at the core. We can help with your financial plan today.

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