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Our group of specialists offers a boutique experience within Canada’s largest and most trusted firm
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.
From tax minimization to strategic investing, we draw upon internal and external wealth management tools to enhance your financial situation.
We start with your goals and apply a systematic approach to create and carry out a plan individualized to you.
On our blog, you’ll find relevant insights and informative articles hand-selected by our leadership team.
– C. Pullen, client since May 2019
– Ravi & Carol, clients since August 2015
– Glen & Ludmila, clients since May 2015
– Michael & Benedetta, clients since January 2015