Kind Wealth

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 to learn more.