Not sure if your finances are on the right track? You’re not alone. Financial health isn’t just about savings—it’s about having a plan that helps you feel confident about your future. What does financial well-being look like?
A recent report from the Canadian Credit Union Association (CCUA), “Elevating Financial Well-Being: The Credit Union Advantage,” found that credit union members report a higher sense of financial well-being than those who bank with traditional institutions. According to the report, 84% of credit union members describe their personal finances as good or very good, compared to 78% of non-members (those who use banks or Fintechs).
We understand that financial confidence isn’t just about how much you have—it’s also about feeling supported. The CCUA report found that credit union members are more than three times more likely to strongly agree that their financial institution cares about their well-being, and twice as likely to say their financial institution helps them achieve their financial goals. That’s why we focus on helping you make thoughtful decisions and understand where your money is going.
A great first step is awareness. At Kindred, we offer a simple and free Financial Health Score calculator that helps you gain insight into your current financial health, provides tips on how to improve your score, and offers you the opportunity to connect with our experts for tailored advice and solutions.
We also have a wealth of investment choices designed to simplify your options and align with your values. Whether you're looking at Registered Savings Plans, Mutual Funds, or GICs, our goal is to provide local, friendly advice that fits your unique needs.
Meet with a member of our Wealth and Investment Team before May 30, 2025 and receive $100* for completing a Financial Health Check-Up. It’s a great way to take stock of your financial health, set clear goals, and move forward with confidence.
You can also explore the CCUA’s full report by downloading it here.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
*Terms and Conditions apply. Learn more here.