With Inclusive Wealth our financial advisers and staff provide advice and consulting to determine how you can put your money to work!
Inclusive Wealth/Aligned Capital Partners Inc. places clients’ interests first. We believe that client relationships are best served by seasoned professionals with experience and integrity. Given the complexities of the financial markets and the speed at which change occurs, experience ensures a perspective that is necessary in order to navigate you towards a successful conclusion of your stated financial objectives.
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).
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.
Schedule a meeting with an Inclusive Advisor
521 George Street North
250 Queen Street
Port Perry, ON