The way to wealth, one plan at a time.
Uncomplicated advice-only financial planning. Objective advice focused on your goals and financial well-being.
Flat-fee, advice-only financial planning
As a flat-fee, advice-only financial planner, Kinridge offers transparent financial planning with 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
Kinridge provides 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.
Personalized planning for your financial future
As a flat-fee, advice-only financial planner, we offer expert services in retirement planning, legacy planning, education planning, and more, to help you achieve your financial goals.
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.
FAQs
What is Kinridge?
Kinridge is a virtual flat-fee, advice-only financial planner 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.
What is flat-fee, advice-only financial planning?
- Flat-Fee: You pay a clear, set price for our expertise. Your fee is based on the complexity of your plan, not a percentage of your savings.
Advice-Only: We provide the “blueprint” for your future, but we don’t manage your assets or sell products. You get unbiased recommendations and maintain full control of your investments.
Is advice-only the same as fee-only?
All advice-only planners are fee-only, but not all fee-only planners are advice-only; the difference is that an advice-only planner specifically does not manage your assets or charge a percentage of your portfolio.
Does Kinridge manage investments?
Simply stated: No.
How do I get started?
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 suits your needs.
Which plan is right for me?
What is a CERTIFIED FINANCIAL PLANNER® professional?
A CERTIFIED FINANCIAL PLANNER® (CFP®) is a professional designation awarded by FP Canada. CFP® professionals in Canada have completed rigorous education and experience requirements in financial planning, passed a comprehensive examination, and are required to adhere to FP Canada’s Code of Ethics and Standards of Professional Responsibility.
CFP® professionals are trained to provide comprehensive financial planning advice across areas such as investments, retirement, tax, insurance, and estate planning. When providing financial planning services, CFP® professionals are required to place their clients’ interests first and manage conflicts of interest in accordance with FP Canada’s professional standards.
For more information, see: fpcanada.ca
Is a Kinridge Financial Plan right for you?
To find out if our financial consulting services are right for you, book a 15-minute consultation, or contact us directly.
Some words from our customers
Join Canadian customers in moving forward
Sign up online in less than 10 minutes and realize your financial future sooner than later.
