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)
  • THREE Financial Planners (CFP, PFP)
  • ONE Chartered Accountant (CPA, CA)
  • FIVE Licensed Insurance Professionals
  • TWO Chartered Investment Managers (CIM)
  • THREE Fellows of the Canadian Securities Institute (FCSI)
  • ONE Trust & Estate Practitioner (TEP)
  • TWO 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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You have a vision. We have a way to get you there.