With Inclusive Wealth our registered representatives and staff provide advice and consulting to determine how you can put your money to work!

Investments

Our firm manages investment accounts such: Registered Retirement Savings Plan (RRSP), Tax Free Savings Plan (TFSA), Non-Registered Accounts, Joint Accounts, Locked in RRSP (LIRA) and Income Fund Accounts.

Stocks, ETF’s, Bonds, Mutual Funds

Investments are provided through Aligned Capital Partners Inc. Our firm is a full service investment dealer offering clients an extensive variety of investments products suitable for you. Aligned Capital Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

 

Financial Planning

You may be wanting to start a family, or buy a new boat, or are considering retirement; whatever your scenario is we can help provide you a detailed financial plan to ensure you are on track! Financial plans give you a realistic overview of your financial situation now and in the future, providing a peace of mind. Along with financial planning, retirement planning and estate planning  go hand-in- hand and make individuals feel confident with their financial decisions.

Our innovative financial planning software allows us to answer the question everybody wants to know: ‘When will I run out of money?’. Do you want to know if you should retire now, or in 5 years? Should you take CPP early? Can we afford a cottage? These are all questions we are able to address and we can help advise you on these decisions.

Succession Planning

Succession Planning is a process and part of any detailed business plan. Ensuring the next level of management is in place and ready with the skills needed to continue the profitable healthy growth of any organization will be essential.

Our innovative team will guide you through this process and provide valuable direction at all levels to guarantee a smooth and timely transition plan. Identification and due diligence will guild the changeover progression making certain all legal documents are in place and ready to go.

Let get together and discuss your next level plans

Schedule a meeting with an Inclusive Advisor

521 George Street North
Peterborough, Ontario
K9H 3S1

250 Queen Street
Port Perry, ON
L9L 1B9

P 1 705 743 0266
E info@inclusiveadvisory.ca