flat-fee financial planning

The way to wealth, one plan at a time.

Uncomplicated flat-fee financial planning. Objective advice focused on your goals and financial well-being.
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Why flat fee
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Flat-fee, advice-only financial planning

Experience financial planning with clear, upfront pricing. We prioritize giving you high quality advice without pushing any investment or insurance products.

Online and virtual service

At Kinridge, our financial planning process is entirely online and virtual, allowing Canadians to access expert advice right from home.

Comprehensive financial planning

Packages for individuals and families, covering every aspect of your financial life. Our services include cash flow planning, enhancing financial well-being, retirement planning, risk management and more.

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Personalized planning for your financial future

We offer expert services in retirement planning, legacy planning, education planning, and more, to help you achieve your financial goals.
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What are the benefits of a virtual financial planner?

A virtual financial planner provides expert guidance, flexible scheduling, and personalized strategies—all from the convenience of your location. Simplify your financial future today.

About us
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FAQ

Kinridge is a virtual financial planning service dedicated to helping Canadian individuals and families achieve their financial goals. We specialize in holistic financial planning and offer personalized retirement plans, legacy and estate strategies, financial management solutions, and more—all designed to provide clarity, confidence, and long-term success.

‘Fee-only, advice-only’ means we offer holistic financial planning for an up-front, flat fee. Providing you with financial planning advice, without trying to sell you investment or insurance products.

Getting started is easy! Simply book a 15-minute consultation, and we’ll guide you through the process of selecting a plan and crafting a financial strategy tailored to your needs. Or, purchase the plan that best suites your needs.

The right plan depends on your unique goals. Whether you’re focused on retirement, family planning, or building a legacy, our team will work with you to determine the best solution for your financial future.

A CERTIFIED FINANCIAL PLANNER® or CFP® is a professional designation awarded by FP Canada. CFP® professionals in Canada have completed rigorous education and training in financial planning, passed a comprehensive examination, and adhere to high ethical standards. They are qualified to provide holistic financial advice on investments, retirement, taxes, and estate planning. Importantly, CFP® professionals are fiduciaries, meaning they are legally obligated to act in their clients’ best interests.

For more information, see: fpcanada.ca

To find out if our services are right for you, book a 15-minute consultation, or contact us directly.

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How it works
Planning Services: Retirement, Investment, Legacy
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