EXPERT FINANCIAL SERVICES TAILORED TO YOU.

Grow your wealth with our proven strategies.

INVESTMENTS

Grow your wealth:
Benefits of Smart Investing

Investing is an important tool for building wealth and achieving your financial goals. By investing in stocks, bonds, real estate, or other assets, you have the potential to earn higher returns than you would with a savings account or other low-risk investments. While investing does come with some risk, it can be managed through diversification and a long-term approach. With careful research and planning, investing can provide a path towards financial security and help you reach your goals, whether that’s retirement, a down payment on a home, or saving for your children’s education.

FINANCIAL PLANNING

Secure Your Future with
Expert Financial Planning.

Financial planning is an essential tool for achieving your long-term financial goals. By working with a financial advisor, you can create a customized plan that takes into account your unique circumstances, goals, and risk tolerance. A comprehensive financial plan can help you make informed decisions about saving, investing, and managing debt, and can provide peace of mind knowing that you have a roadmap for your financial future. Whether you’re planning for retirement, saving for a down payment on a home, or paying off debt, a financial advisor can provide expert guidance and support to help you stay on track and reach your goals.

ESTATE PLANNING

Secure your legacy:
The importance of
Estate Planning
.

Estate planning is an important component of a comprehensive financial plan. By creating a plan for the distribution of your assets and property after your death, you can ensure that your wishes are carried out and that your loved ones are provided for. A well-crafted estate plan can help minimize taxes and other expenses, and can also provide for the management of your affairs if you become incapacitated. Additionally, estate planning can help protect your assets from potential creditors and legal challenges. By working with an estate planning attorney and other financial professionals, you can create a customized plan that reflects your unique circumstances and goals. Whether you’re planning for the future of your family or the distribution of your business assets, estate planning is a crucial tool for ensuring that your wishes are carried out and your legacy is protected.

Address

386 Wilson St E, Ancaster, ON L9G 2C2

Phone

(905) 304-3987

Open Hours

Monday to Friday 9:00am to 5:00pm

ACPI Complaint Resolution Policy

 

ACPI Privacy Notice

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.