Planning Your Family Finances

Invest for your family's goals and milestones with Kindred's financial planning services. Book an appointment with us to get started. 

Investing now 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.

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. 

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

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.

Close family embracing

From starting to plan your financial future, to building your wealth, and managing your investments, we're here for all your Investment and wealth management needs.

Book a meeting with us today to start investing for your future.

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