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Portfolio Health Check

$1,250 + TAX

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Our Portfolio Health Check gives you a clear picture of how healthy your portfolio really is. We look at fees, taxes, risk, diversification, and performance to see if everything is working the way it should.

You’ll get a simple score and practical recommendations to make your portfolio more efficient and better aligned with your goals.

It’s a good fit if:

  • You want a second opinion without committing to a full financial plan
  • You’re concerned about fees, risk, or underperformance
  • You’re unsure whether your portfolio is optimized for taxes and long-term growth

Financial Planning Features

  • Fee analysis
  • Long-term investment fee impact
  • Tax efficiency review
  • Portfolio allocation review
  • Risk profile analysis and portfolio alignment
  • Performance check and review

Plan Package Features

  • A 1-hour one-on-one portfolio review session
  • A personalized Portfolio Health Check report summarizing findings and recommendations

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Your future starts with a simple step. Start planning now.
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FAQ

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.

  • 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.

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.

Simply stated: No.

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.

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® (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

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

More Plans

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Individual Plan Package

A one-time, personalized financial plan designed to help you move forward with clarity and confidence.
$2,500 + TAX
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Family Plan Package

A one-time financial planning service tailored to align and support your family’s shared financial goals.
$3,500 + TAX
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Annual Plan Package

A flexible, year-round planning service offering ongoing support for evolving financial needs and priorities.
$3,500 or $4,500 + TAX
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Financial Plan Checkup

A one-time expert review of your financial plan to ensure it’s current, complete, and aligned with your goals.
$1,250 + TAX
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Money Mentoring

One-on-one coaching to help you build healthy money habits and gain clarity around your financial decisions.
$500 + TAX
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