Kindle Financial

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Protecting your family

No financial strategy is complete without a plan to protect loved one from financial loss.
Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.
Group Benefits

Providing an attractive employee benefit plan is key to hiring and keeping quality people.
Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.
Starting Out

Starting out with a firm financial foundation is a great strategy for building a solid relationship.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Single

When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

We are committed to growing and protecting your wealth, through innovation and strategic planning with our many partners by maintaining only the highest standards of integrity and professionalism.

Certified Financial Planner (CFP) and Financial Advisor - Calgary

Kindle Financial has achieved success by delivering substantial results that can only be achieved through unbiased financial advice, customized service and integrity. We understand that there is a plan uniquely suited to your specific needs. To get a better idea of what services we offer, check out our What We Do section. There you will find details about the complete range of solutions we can help you implement, everything from Portfolio Analysis, Group Employee Benefits and Individual Insurance.

What our clients are saying...

Financial Success Simplified: Introduction

Apr, 08, 2024

The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the often-complex world of managing one’s financial affairs. The first distinction is to realize there are only seven key variables that can be managed in creating your financial future... Read more

Planning Ahead Eases Tax Audit Worries

Apr, 08, 2024

A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did wrong and why the CRA is targeting you. 'There must be bigger fish to fry,' you might say to yourself. The first thing you need to do is relax and take a few deep breaths. If you have a... Read more

What's Your Retirement Planning Mindset?

Apr, 08, 2024

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents' footsteps when it came to saving for the future. As well, some major bumps along the way (a... Read more

2750 3 Ave. NE
Suite 202

Calgary, Alberta T2A 2L5

Call: 403-695-1060
Toll-Free: 1-866-695-1060

Dealer

Mutual funds are offered through Investia Financial Services Inc. Insurance products are provided through multiple insurance carriers. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.