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    Expert Financial Advice

    You have big dreams, we’ll help you get there.

    Every life stage comes with new ideas, new dreams for the future, and new questions. 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 dreams. We’re committed to sharing our expertise, simplifying your options, and offering you choices that align with your values. Honest conversations will help us understand your financial position and your priorities, so we can develop a plan using your money in a way that fits your values.

    Financial Planning

    Financial Planning

    A financial plan will give you peace of mind, confidence in your future, and it will help you meet your goals! We listen to your needs and partner with you to connect your values with your finances, helping you select investments that fit.

    Wealth Management

    Wealth Management

    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.

    Planning for Retirement

    Planning for Retirement

    Retirement should be a time to explore and enjoy after a lifetime of building your nest egg. Proper planning is essential to ensure you’ve covered your long-term financial needs, so you can retire with peace of mind. We will continue to work with you after retirement to ensure your continuing income needs are met.

    Saving for School

    Saving for School

    Your kids are ready for post-secondary school, are you? You want to launch them into a successful future—be sure you have the financial means to help them get there.

    Estate Planning

    Estate Planning

    A detailed estate plan is a gift to your loved ones. It ensures you leave your assets to people and charities you care about, while minimizing legal fees and taxes.

    Protection

    Protection

    We partner to offer a full range of personal and business protection solutions, featuring products from Canada’s most trusted providers.

    Registered Savings Accounts
    Registered Savings Plans

    These are accounts that are registered with the Canadian government. The associated immediate or long-term benefits can include tax savings, income management, added growth, and even grants. Take a look at the many options we offer to find out which plan might be right for you.

       Registered Savings Plans
    Mutual Funds
    Mutual Funds

    The mutual funds concept is simple: a group of investors pools money together and a fund manager invests this money in return for a management fee. Every mutual fund unit represents an investment in a variety of securities that could include stocks, bonds, cash, and other securities.

       Mutual Funds
    GICs

    When you buy a non-redeemable GIC, you agree to invest a certain amount of money for a set length of time (term) to benefit from a fixed interest rate. When your term is up, you can either cash in your GIC – and get your initial investment back plus interest – or renew your term and keep growing. We also offer a 1-year cashable GIC that allows for cashing out the investment with interest before the term is up. At Kindred, all of our GICs are validated as Socially Responsible Investments!

       GICs

    Ask Us Anything Videos

    Experienced Financial Experts from Kindred Credit Union provide answers to your most pressing investing, savings, and wealth management questions in this series of helpful, insightful videos.

    For example:

    Do you have a question that we haven't addressed yet on our YouTube channel? Let us know, and we may tackle your query next!

    Ask Us Anything

    Use our calculators to help you plan for your future

    Planning for Retirement

    There are many ways to save for your retirement, but how much do you need? Use this calculator to find out, so that you can retire comfortably. Planning early is the key to peace of mind. RRSP Calculator

    Creating an income stream in retirement

    When planning your retirement, it’s important to know how your money will work for you. Use this calculator to determine minimum withdrawal amounts, how long your funds will last, and more. RRIF Calculator

    Saving Tax-Free

    Give this calculator a try to see how you can earn tax-free income on your savings. Set your savings goal, and watch your funds grow in a Tax-Free Savings Account! TFSA Calculator

    Saving for College or University

    This calculator can help you build a long-term plan to save for your children’s post-secondary education, and show you how to maximize the Canada Education Savings Grant. RESP Calculator

    Meet with a member

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

    Schedule a Meeting
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    Aviso Wealth

    Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.



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