Financial Services
For Families & Small Business Owners
Helping You Build Wealth & Keep More Of It.
Based in Winnipeg, MB.
Serving Canada.
Protect
Your Household or Business
Control
Your Income & Assets
Increase
Your Assets & Wealth
Finances Can Be Stressful
Without a Good Plan or the Proper Financial Tools, You Could Easily:
Waste your money on financial products that are not right for you.
Pay way too much tax over the course of your lifetime.
Miss out on quality opportunities & the retirement you want.
We don’t want that for you. We help families understand their options and do their finances right, so they can thrive and build family wealth.
Are you ready for successful household finances?
The 4 Steps to Wealth Building.
We can help you:
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1. Protect Your Home & Business
Protecting your household or business is vital. We help you use insurances and other tools to ensure there is always access to cash for the inevitable challenges that come.
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2. Control Your Income & Assets
Increase your surplus and cashflow , decrease costs, and lower your taxes with effective money management strategies, and alternative banking tools.
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3. Increase Your Assets & Wealth
Increase your wealth and financial security using quality saving and investment strategies that you can rely on, and offer you more control.
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4. Prepare Your Children
Bonus Step: Help your kids become financially secure and business savvy adults with effective savings tools, and good education resources.
L.S., CLIENT
“If you are looking to get good, practical advice about insurance, talk to Kinsfolk Financial. They made the process enjoyable - who says that about buying life insurance?!”
A.P., CLIENT
“Kinsfolk Financial helped us understand our investing options, and walked us through the whole process. Now we’ve got money invested, and are confident we’ll reach our goals for financial independence.”
Whatever stage you of life you are in,
We Can Help.
How To Get Started
1
Book Your Intro Meeting
Let’s start a conversation. In this meeting we’d chat about your goals, your current financial situation, and how we can help you move forward.
2
Create A Plan
Using the information from our intro meeting, we’ll help you create a plan for success and assist you through your next steps.
3
Build Wealth
Walk through your plan, and feel confident and secure as you steadily build wealth for your future and your family.
FAQs
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While advisors with big banks and insurance companies have a recognizable name behind them, they are first and foremost, responsible for making their employer money. While your bank surely has some good products, their advisors can they can only sell your banks products. The question then becomes, “are their products right for you?”
As independent insurance and investment brokers, YOU are our first priority. At Kinsfolk Financial, we have contracts with many banks, insurance companies, and investment firms. This allows us to find the best products for you. Products that will best suit your needs, your income, and your goals.
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$0
There is no charge to meet with us.
We are commissioned based advisors. This allows us to assist people of all income levels without exclusion. It also usually keeps more money in your pocket.
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When you have an introduction meeting with your financial advisor, you can expect:
1) Introduction to your advisor & Kinsfolk Financial.
2) Discussion of your goals and expectations.
3) Review of your current finances.
4) Overview of how we can help. -
Of Course!
There are 3 possible ways to meet.
1) An Online Meeting
2) A Home Visit (Greater Winnipeg Area Only)
3) Let us take you out for coffee (Greater Winnipeg Area Only)
