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    Enjoy peace of mind with a second opinion

    You could be eligible to receive $100 cash just for asking for a second opinion from one of our financial experts on how to manage your investments in these turbulent times.*

    We’re here to help with financial planning and investing advice. Fill out the form below, mention in the message that you're looking for a second opinion on your investments, and we’ll be in touch. Or visit your local branch and we’ll be happy to answer your questions. Get reassured about your finances and be rewarded* at the same time.

    * Terms and conditions apply.

    Fill out the form below to let us know you want a second opinion on your investments!

     

    Terms and Conditions

    Pay to the member $100 after completion of a financial review, to be deposited into the member’s Kindred Credit Union bank account. To qualify for a financial review, member must complete the following:

    • Provide statement from financial institutions outside of Kindred Credit Union and its affiliated partners (Aviso, Concentra, Central1). If those partners are affiliated with another credit union, those statement will be accepted.
    • Meet in person or virtually with a licensed staff member (Qtrade Asset Management or Credential Qtrade Securities Inc.) and have completed one or more of the following:
      • Financial Plan using NaviPlan
      • Forecaster Assement using NaviPlan
      • Portfolio assessment using Morningstar Advisor Workstation (Portfolio Snapshot or Portfolio Xray)
      • Portfolio assessment completed by NEI
      • Calculators to help educate goals, using NaviPlan or NEI Calculators
    • There is no obligation to transfer funds or complete any new business with Kindred or its affiliated partners in order to receive the $100.
    • This offer is applicable to all new and existing members with Kindred and/or Aviso.
    • Payment will be made following completion of the Financial Review meeting.
    • Offer period is between Tuesday, January 3rd, 2023 and Sunday, April 30th, 2023.

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