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FOCUSED ON
RETIREMENT INCOME

Turning savings into a lasting lifestyle.​

We help you retire confidently, with a plan that makes the most of what you’ve built.

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COMMON QUESTIONS WE ANSWER

  • How do we make savings last while enjoying retirement?
     

  • How do we prepare for long-term care without becoming a burden to family?
     

  • What’s the best way to maximize CPP, OAS,
    and investment income?

     

  • I don’t understand my pension statements.
    Can someone explain how my investments are doing and what they’re really worth?

     

  • I have investments in different places. Is there a way to see everything in one list, including who the beneficiaries are?
     

  • Can you help us organize our tax information
    for our accountant? 

     

  • How do we set up our Estate to
    manage taxes and probate?

Loving Mature Couple

CONTACT US WE'D LOVE TO HEAR FROM YOU.

146 Forfar St. West

Caledonia ON

N3W 1J2

365.206.0225

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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).  Investment services are provided through Ninespan Securities of Aligned Capital Partners Inc., an approved trade name of ACPI.  Only investment-related products and services are offered through Ninespan Securities of ACPI and covered by the CIPF.  Financial Planning services are provided through Grand River Wealth Management.  Grand River Wealth Management is an independent company separate and distinct from Ninespan Securities of ACPI.

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