We are a Canadian virtual family office serving a community of business owners and high-net-worth families. We build a master plan and work with your other professionals (accountants, lawyers, investment managers, etc.) to optimize your wealth so you have more time for what matters most.
Our approach is unique in the Canadian marketplace. We do not sell any financial products and do not accept commissions, referral fees, or kickbacks. Nor do we manage investments. Our only fees come from advising our clients. This leaves us free to give you unbiased advice about things other advisors can’t, like whether you need that expensive life insurance policy or how much you’re paying your investment manager and whether they’re worth it.
If you're wondering about our name, it signifies that we believe in the power of spreading kindness. For us, that starts with how we treat our clients. We offer radical transparency, objectivity, convenience, and a promise to always put their interests first. Being kind also extends to how we treat staff, suppliers, partners, and even the environment.
Being kind not only feels good, but it generates the best return on investment. Visit us at www.kindwealth.ca to learn more.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Toronto, Ontario, Ca
- Phone
- 1 289-812-9912
- be****@****alth.ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- kindwealth.ca
- Keywords
- Financial Planning, Impact Investing, Social Impact Bonds, Donor Advised Funds, Gift Planning, Estate Planning, Ethical Wills, Philanthropy, Wealth Management, Family Office, Business Ownership, Tax Planning, Risk Management, Employee Ownership Trusts, Retirement Compensation Arrangement, Individual Pension Plan, Life Planning.
- HQ
- Toronto, Ontario
Kind Wealth Questions
Kind Wealth's helpline number is 1 289-812-9912
Kind Wealth's website is kindwealth.ca
Kind Wealth's LinkedIn profile is https://ca.linkedin.com/company/kindwealth
Kind Wealth has
3 employees.
View email and phone details for 3
employees at Kind Wealth.
Kind Wealth's industry is
Financial Services
Kind Wealth's top competitors are
Kingsett Capital,
Tre'dish,
John Lysack Wealth Management,
Life Interrupted Inc.,
Inbalance Financial Planning,
Starlight Investments,
Kind Wealth Ltd,
Wealthrocket,
Ruthenika Inc.,
Life Interrupted Foundation.
Kind Wealth's support email address is bekind@kindwealth.ca
Kind Wealth's categories are Financial Services
Kind Wealth's founding year is 2017
