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    Planning Your Family Finances

    Planning for your family's future

    As your life changes, so do your financial needs. Making the right investments at the right time can set you and your family up for future success. Kindred offers friendly, personalized, expert advice and an array of investment options so that you can be prepared with confidence for the different life stages to come.


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

    Each life stage comes with new ideas, new dreams for the future, and new questions. Kindred is here for you, every step of the way. Book a meeting with us today. Let's start an honest conversation to help us understand your financial position and your priorities, so we can develop a plan to grow your money in ways that fit your goals and values.

    Getting married

    When you commit to spending your life with a partner, you can face some complicated financial decisions like planning and budgeting for a wedding, combining households and merging your finances with your new spouse. Kindred can help with financial planning for newlyweds.

    Having a Child

    From the added expenses that come with pregnancy, and adding a baby to your household, to preparing for your child's future, smart investing early can help you protect your growing family and create a safety net for the road ahead. Starting early can ensure that you are prepared when your child is ready for post-secondary school. Saving for your child's education can help launch them into a successful future. 

    Caring for Aging Parents

    The day may come when your parents need your help looking after their care and financial responsibilities. Supporting aging parents can come with a range of expenses such as healthcare, assisted living, or home modifications.

    Divorce or Separation

    When your family situation changes it is an incredibly challenging time emotionally, making it difficult to focus on your finances. We're here to help. Kindred's Wealth and Investment team can guide you through financial planning after a divorce and budgeting and planning for single parents.

    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. From estate planning for small business owners, to creating an estate planning checklist for seniors to ensure your legacy is clearly defined, we can help give you peace of mind every step of the way.

    Savvy investments can prepare your family for all of the inevitable costs that come with life's changes, as well as the unexpected expenses that may arise along the way. Kindred offers a wealth of choices for saving and growing your money including Registered Accounts, Kindred GICs, Mutual Funds, and DIY Investing.

    Financial Health Score Calculator

    Understand where you stand and plan for the future. Our interactive online Financial Health Score calculator is a quick way to easily assess and track your financial health at your convenience.
    Use our Financial Health Score calculator.

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    Ready start investing?

      Meet with a member of our Wealth and Investment Team for investing advice to accomplish your goals. We can help you with your personal financial plan today.

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