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.
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.
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.
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.
When you build a strong, financial foundation you can plan for, reach, and celebrate financial milestones.
A personalized financial plan allows you to build a strong foundation to manage your priorities, work towards your goals, and find peace of mind.
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:
Loss of family member; or
Losing a job.
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.
We will help you achieve your long-term financial and estate goals including:
Wealth preservation; and
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.
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.