THE KEY TO YOUR FINANCIAL FREEDOM
Aligning what matters most.
OUR APPROACH
Planning and advice
made simple.
Our approach begins by understanding your current financial situation, including your income, expenses, assets, and liabilities. We then work with you to identify your short-term and long-term financial goals, and create a personalized plan to help you achieve them. This plan includes developing a savings strategy, managing debt, and investing wisely to maximize returns. Throughout the process, we provide ongoing guidance and support to ensure that you stay on track and make informed financial decisions. Our goal is to help you achieve financial freedom and live the life you’ve always dreamed of.
Investments
Financial Planning
Estate Planning
JENNINGS FINANCIAL
A little bit about us
With over 30 years of experience in the financial industry, Jennings Financial is able to offer a wealth of expertise and knowledge to its clients. Our team has seen and navigated through various market cycles and economic conditions, giving us a unique perspective that we leverage to help our clients achieve their financial goals. Additionally, as a small business, we are able to provide personalized attention and customized solutions to meet the unique needs of each individual client. We believe that financial planning should be accessible to everyone, and our experience and personalized approach allows us to make that a reality for our clients.
Steve Jennings, Financial Advisor
Aligned Capital Partners Inc.
Steve holds a degree in Economics from the University of Waterloo and has been in the financial industry for over 25 years. In 2018, Steve decided to leave the wholesaler role at Fidelity Investments and Canoe Financial behind and opened a branch of Aligned Capital Partners in downtown Ancaster. He works closely with business owners, professionals and individuals who value personal relationships and financial advice. He is committed to designing portfolios that align with the goals, risk tolerance and tax considerations for each client. He helps clients with all aspects of their financial well-being including insurance, investments and tax and estate planning. He is enjoying helping clients build wealth to reach their dreams. Steve lives in Ancaster with his wife Laura and their two children.
Lori Kirby, CFP, BBA
Aligned Capital Partners Inc.
Lori has worked in the financial industry on the personal planning side for over 25 years, after graduating university with a BBA, Honours in Finance. She has held her CFP designation since 2005 as well as being a fully licensed professional.
She joined Steve at Aligned Capital Partners in 2019 and brought with her many years of experience. Her depth of knowledge in the area of financial planning and her commitment to superior client service makes her a valued addition to the team.
Lori is the primary contact for all administrative inquiries and ensures the efficient operation of the office and client service requests.
Address
386 Wilson St E, Ancaster, ON L9G 2C2
Phone
(905) 304-3987
Open Hours
Monday to Friday 9:00am to 5:00pm
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 Jennings Financial of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Jennings Financial of ACPI and covered by the CIPF. Insurance services are provided by Steve Jennings through an independent company separate and distinct from ACPI.