top of page

When we work together you will receive...

  • A blueprint that outlines our understanding of your current situation and your personal goals and priorities. We provide you in-depth summary & description of where your money is going and how it's growing.
     

  • Comprehensive Lifetime Income Plan - covering the eight  key areas of your financial life:

 

 

 


1. Tax

2. Estate

3. Wealth Management

4. Risk

5. Insurance

6. Debt

7. Cashflow

8. Digital Asset Inventory

CONTACT US WE'D LOVE TO HEAR FROM YOU.

146 Forfar St. West

Caledonia ON

N3W 1J2

365.206.0225

NinespanLogo.png

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.

bottom of page