Elevate your portfolio with Kinsted Wealth
Kinsted Wealth enables you to provide your clients with an expanded range of private market investment opportunities normally only available to larger institutions.
A wealth of difference
Gain exclusive access to one of the most unique & effective investment platforms in the industry while maintaining your client relationships.
Better Investment Access
Increased Capacity
Enhanced Client Experience
Compensation & Succession Planning
Book a Call Today
Discover how Kinsted Wealth can help you achieve your financial goals. Our expert advisors are ready to provide personalized guidance tailored to your needs. Take the first step towards financial security and schedule your consultation now.
Access
Better investment access. Less red tape.
Compete at the same level as larger institutions and industry heavy-hitters. Kinsted Wealth offers advisors and their clients with over $500,000 in investable assets, access to our top-quality investment platform, and a full team of investment specialists. We build tailored investment strategies that combine a mix of asset classes from infrastructure to music royalties, to stocks and private debt.
Kinsted Wealth enables you to provide your clients with an expanded range of private market investment opportunities normally only available to larger institutions. Many private assets have a history of delivering superior rates of return with lower risk compared to traditional assets.
Capacity
More time for you.
Expand your client service offering and free up time to grow your business. Partnering with Kinsted Wealth enables you to maintain your client relationships while offloading the investment management, including tasks like KYC and KYP responsibilities, data collection, and compliance requirements.
Our wealth counsellors determine the appropriate mix of assets needed to achieve your client’s target return with the least amount of risk. We constantly monitor and refine the investment strategy, freeing up more time for you to focus on financial planning and client relationships.
Client Experience
Simple, personable and transparent.
Enhance your client experience and take on higher net worth clients. The Kinsted team adds an extra layer of care to the familiar experience your clients have come to expect from you. Your client’s comfort is our priority, and we’re happy to jump on a call to ensure their questions, concerns, and needs are met.
We work with your clients to establish financial strategies, review statements, and answer questions so they’re always in-the-loop and up-to-date. Kinsted’s client service offering includes administrative management, ongoing review meetings, and regular communication. With Kinsted in your corner, your clients gain access to an experienced team and maintain the personal relationship they’ve built with you.
Testimonial
"I have found Kinsted Wealth to be a very good fit for me and my clients. The wealth counsellors I work with are knowledgeable and genuine. They truly get to know the clients before presenting their information and the service team is always on top of the process. The follow-up calls and reviews by the wealth counsellors give my client a sense of being cared for."
- Winnipeg Advisor
How we do it
Follow the smart money
Kinsted Wealth follows the smart money. “Smart money” refers to large money managers such as pension funds, sovereign wealth funds, and endowments. In most cases, these institutions’ long-term objectives permit them to allocate a significant amount of their portfolios to alternative asset classes, allowing them to capture the size and illiquidity premiums to achieve enhanced returns with lower volatility.
At Kinsted Wealth, our platform was developed the same way, allowing our clients and advisors access to institutional alternative asset classes such as agriculture, timberland, private equity, private infrastructure, and private debt, to name a few.
Onboarding process
MAKING THE MOVE. CUSTOMIZED FOR YOU.
Phase 1: 1 week
01
Discovery [30 min - 1 hr]
The referral partner will set up an in-person or virtual meeting to introduce the client to their Kinsted wealth counsellor. During this meeting, a discovery session takes place, allowing all parties to learn more about the client’s unique needs. The discovery session ends with an offer to proceed with the next steps.
02
Info gathering [30 min - 1 hr]
Once a client agrees to sign on with Kinsted, information gathering, and data entry begins (in person or virtually). The referral partner can be as involved in this process as they like.
03
Investment policy presentation [30 min]
A Kinsted wealth counsellor presents the tailored investment policy statement as well as an investment management agreement to the client.
Phase II: 2-8 weeks
01
DOCUMENT SIGNING [1-2 DAYS]
All appropriate documentation will be sent for e-signature to the client, referral partner, and wealth counsellor.
02
ASSET TRANSFER [~2-8 WEEKS]
Once signed, the transfer of assets will be initiated, and it will take between 2-8 weeks to move from the relinquishing institution.
During the transfer of assets, Kinsted has multiple touchpoints with the client, including a welcome email introducing our service team, client portal setup, and on-going status updates and follow-ups to answer any questions or concerns.
Phase III: ONGOING
01
REVIEW MEETING [30-1HR]
Once accounts have been transferred, Kinsted recommends having another review meeting with the client within the first three months of assets transferring to walk through the portal and ensure they are comfortable with the strategy while alleviating any client concerns.
Book a Call
Discover how Kinsted Wealth can help you achieve your financial goals. Our expert advisors are ready to provide personalized guidance tailored to your needs. Take the first step towards financial security and schedule your consultation now.
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