Investment Advice

Your Investment Strategy

We prioritize your financial well-being by crafting personalized investment strategies that align with your goals. Our approach begins with a thorough understanding of your needs and risk tolerance. By evaluating these factors, we can develop a comprehensive plan that reflects your financial aspirations.

With our unbiased and objective approach, we have the flexibility to incorporate a diverse range of solutions to construct a well-rounded portfolio. From individual securities and ETFs to mutual funds, bonds, GICs, and more, we leverage a wide array of options to optimize your investment strategy.

Our expertise allows us to execute your customized plan with precision, continuously adapting it to keep pace with your evolving circumstances and the dynamic market conditions. By choosing us as your trusted partner, you can navigate the complexities of investing with confidence and achieve your long- term financial success.

Mutual Funds

Today there are thousands mutual fund available across Canada. In order to assist our clients with creating quality portfolios, we use sophisticated database software to…

Portfolio Analysis

Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk…

GIC

Guaranteed Investment Certificates are issued in your name and can’t be sold except to the institution that issued them. You agree to keep the money in the GIC for a…

RRIF

A Registered Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements, into which you can transfer…

TFSA

A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the…

RESP

Registered Education Savings Plans are registered education savings plans that grow tax-free until the child is ready for university, college or a vocational…

RRSP

A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can…

LIF

A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the investments held within the…

RDSP

Since in 2008, the Registered Disability Savings Plan has been available to Canadians who qualify for the disability tax credit and offers a…

LIRA

The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain the tax-deferred status of…

BUILDING WEALTH

Read our Expert Guide on

Building Wealth

Top 3 Strategies That Force You to Build Wealth

RETIREMENT RECOVERY

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Retirement Recovery Program

Top 5 Strategies to Squeeze Out More Retirement Income

Investment products offered by Aligned Capital Partners Inc.

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