Your Retirement
Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Established Family
Families with older children need a wise cash flow management plan to help contend with rising expenses.
Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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.
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.
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.

What our clients are saying...

Latest News

01 2025 1

New Years Financial Resolutions

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January 6, 2025

Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a good start. To help identify their priorities, they …

01 2025 2

More Overlooked RRSP Tricks

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January 6, 2025

More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the tax savings, but here are some often overlooked tricks you …

01 2025 3

The Retirement Dilemma: Part 1

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January 6, 2025

In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your investments and put them into government bonds or fixed income …

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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.
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