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...

Market Highs vs Your Goals

Oct, 07, 2024

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year... Read more

Basics For a Wise Financial Strategy

Oct, 07, 2024

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets... Read more

Your Legacy Plan and Charitable Giving

Oct, 07, 2024

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually... Read more

2750 3 Ave. NE

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.