Financial Tools & Resources
Simple, effective tools to help you make smarter financial decisions. Like understanding your debt repayment timeline or the long-term impact of investment fees.
Financial Personality Questionnaire
Discover your financial personality for insights into your financial behaviours.
Debt Repayment Calculator
Monthly payments or payoff time for credit cards and lines of credit.
Documents
Downloadable PDFs and docs to help you take control of your finances.
Guide to Canadian Online Brokerages and Direct Investing platforms
FAQ
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.
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