Planning

For a second opinion on your finances, contact your local branch to speak with a member of Kindred’s Financial Planning Team today.

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Our Fresh Approach

Give. Live. Owe. Grow.
Our holistic approach to finances flows out of our faith tradition and is based on the principles of Give, Live, Owe, Grow, with values at the core.

Personalized.
A written financial plan can provide greater peace of mind and confidence in the future; we want that for each of our members. We listen to your needs and partner with you to connect your values with your finances.

Full-service.
Our breadth of products and services provide you the convenience of building your plan all in one place and our professional team provides the advice you need to have confidence for your future.

Complimentary.
Our financial planning services are offered at no charge to all members and our team is not commissioned for selling financial products.

Partnering With You On Your Financial Journey

We specialize in full-service financial planning. We help you set goals, explore options, understand risk and return opportunities, and select an appropriate mix of investments. We’re passionate about helping you set a strong foundation, so you can build your future!

We answer all your questions on everything from charitable giving to education savings, from retirement and estate planning to portfolio re-balancing. In our conversations with you, we’re committed to sharing from our expertise, simplifying the complexity of options, and offering you choices that connect your values and faith with your financial goals.

Building for Your Future

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

Levels: Financial Plan, Wills and Protection, Saving and Spending Wisely, Legacy
Financial plan level

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.

Wills and protection level

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.

Saving and spending wisely level

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.

Legacy level

4. Legacy

We will help you achieve your long-term financial and estate goals including:
• Wealth accumulation;
• Wealth preservation; and
• Planned giving.

Your plan gives you:

  • A full picture of your current position, and clear financial direction 
  • A better understanding of your investment alternatives
  • Confidence in your future and greater peace of mind

Money Management Principles:

  • Spend less than you earn
  • Acquire debt responsibly
  • Manage cash flow
  • Give generously
  • Set short- and long-term goals

Honest conversations will help us understand your financial position and your priorities, so we can develop a financial plan that helps you use your money in a way that fits your values and builds towards your goals.


Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc. (“QAM”), Member MFDA. Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. (“CQSI”), Member of the Canadian Investor Protection Fund.

QAM and CQSI are subsidiaries of Aviso Wealth. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.

 
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