Ninepsan Securities
1
TIME HORIZON
Funding • Spending/Enjoying
2
ASSET ALLOCATION
Through Diversification
(chart below)
3
REBALANCING
Not Market Timing • Schedule
ALTERNATIVES
GLOBAL
EQUITY
CANADIAN
EQUITY
SHORT TERM
BONDS
US
EQUITY
LONG TERM
BONDS
EMERGING MARKETS
CASH
Brad Armes is registered to provide investment advice and solutions to clients residing in the province of Ontario. Securities products are provided through Aligned Capital Partners Inc.
Email Brad at: barmes@alignedcp.com
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.
CONTACT US WE'D LOVE TO HEAR FROM YOU.
146 Forfar St. West
Caledonia ON
N3W 1J2
365.206.0225
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.