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KINKAID WEALTH MANAGEMENT
Investment Advisor
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Our Team
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Our position is to take the time to understand their needs and help them accomplish their goals.
Investment Advisor
 James holds an Honors Baccalaureate in Commerce from the University of Ottawa.
He owned and managed a local software development firm prior to his move into the financial industry. James operates a team philosophy to leverage the varied talents of our advisors. His clients access investment management services, estate planning guidance, and insurance, tax and legal expertise.
Associate
 Kathy is an experienced professional administrative assistant. As a licensed representative, she is able to help with any administrative questions, order entry, cash and security transfers, and the day-to-day maintenance of your accounts.
Will and Estate Consultant
 Joseph is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton Country Law Association.
He provides information on structuring your estate in an efficient and tax effective manner.
Financial Planning Specialist
 Suzanne, a chartered accountant and certified financial planner, has been involved in tax,estate, and financial planning for a wide range of clients. Suzanne is co-author of the national best-seller Tax Tips for Canadians for Dummies.
Wealth Preservation and Insurance
 Michel advises clients if creative, tax-exempt products will help them achieve a particular wealth management objective. He also specializes in solutions that ensure wealth is transferred to heirs in accordance with client’s wishes.
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