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Power of specialists

At Menard Kinkaid Private Wealth, we believe it takes a village to make the most of your finances. Looking at what our clients need – comprehensive advice throughout their financial lives – it becomes obvious that the only way to deliver that is through a robust team of in-house professionals. Whether you are looking to secure the retirement lifestyle you’ve envisioned, create a lasting legacy, or simply enjoy peace of mind in your financial life, we have the diverse skills and commitment to be your guides.

THREE Chartered Financial Analysts (CFA)
SIX Financial Planners (CFP, PFP)
ONE Chartered Accountant (CPA, CA)
FIVE Licensed Insurance Professionals
FOUR Chartered Investment Managers (CIM)
ONE Trust & Estate Practitioner (TEP)
ONE Chartered Financial Divorce Specialist(CFDS)

Services

From tax minimization to strategic investing, we draw upon internal and external wealth management tools to enhance your financial situation.

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Process

We start with your goals and apply a systematic approach to create and carry out a plan individualized to you.

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MK Memo

On our blog, you’ll find relevant insights and informative articles hand-selected by our leadership team.

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What sets your team apart is the sense we can develop an authentic partnership, where you seek to understand our needs and show creative thinking and flexibility.

– C. Pullen, client since May 2019
The level of your combined expertise is greater than I would have expected. I look forward to working with you in the short- and, more critically, the long-term.

– Ravi & Carol, clients since August 2015
Thank you so very much for your help and professionalism. You have made retirement decisions so much less stressful than they otherwise would have been. You have no idea as to how much this means to us and for that, we can’t thank you enough.

– Glen & Ludmila, clients since May 2015
We would like to express our appreciation for your effort, the time you spent going over everything, and answering all our questions. The path forward is much clearer now.

– Michael & Benedetta, clients since January 2015

You have a vision. We have a way to get you there.

Let’s talk

Power of specialists

Services

Process

MK Memo

What sets your team apart is the sense we can develop an authentic partnership, where you seek to understand our needs and show creative thinking and flexibility.

The level of your combined expertise is greater than I would have expected. I look forward to working with you in the short- and, more critically, the long-term.

Thank you so very much for your help and professionalism. You have made retirement decisions so much less stressful than they otherwise would have been. You have no idea as to how much this means to us and for that, we can’t thank you enough.

We would like to express our appreciation for your effort, the time you spent going over everything, and answering all our questions. The path forward is much clearer now.

You have a vision. We have a way to get you there.