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

Investments

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, ETFs, 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 house, 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 peace of mind. Along with financial planning, retirement planning and estate planning  go hand-in- hand and make individuals and families feel confident about 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 five years? Should you take CPP early? Can you afford a cottage? These are all questions we are able to address and we can help advise you on these decisions.

Estate Planning

Estate Planning is a process and is part of any detailed financial plan. Our innovative team of advisors will guide you through this process and provide valuable direction at all levels, explaining all of the different scenarios.

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521 George Street North
Peterborough, Ontario
K9H 3S1

Accounting
P 1.705.743.0266

Law
P 1.705.742.6910

Wealth Management
1.705.748.5821

E info@inclusiveadvisory.ca

175 North St. Suite 101
Port Perry, ON
L9L 1B7

Accounting
1.905.985.9791

Law
1.905.985.8411

Wealth Management
1.905.985.3832

E scugog@inclusiveadvisory.ca

21 Simcoe St S
Oshawa, ON
L1H 4G1

Accounting
1.289.481.1466
F 1.289.222.5718

E durhaminfo@inclusiveadvisory.ca