When it comes to Wealth Management, our approach is to work with you to determine the best strategies and investments to help you achieve your financial goals and objectives. Regardless of the financial stage of life you are in, we will help you to grow, manage, protect and ultimately transfer your wealth to the next generation.
At Ironwood Securities/Aligned Capital Partners Inc., it is our belief that the wealth management component of your balanced financial portfolio should include short term, mid term, and long term saving and investing. Working with you, we determine the best solutions to achieve your goals, keeping in mind your tolerance for risk, your investment time horizon, and how you intend to use your funds in the future.
As independent financial advisors, we utilize a variety of strategies and products from a variety of investment providers.
Please call us at 905-892-7568 for more information on how we can help you determine the wealth management strategy that will work for you.
INVESTMENTS:
• Corporate Accounts
• Company Pension Plans
• Flow-through shares/Limited Partnerships
• GICS
• Hedge Funds
• Individual Pension Plan (IPP)
• Pooled Funds:
RRSP, LIRA, RRIF, LIF,
RESP, and TFSA accounts
• Retirement Compensation Arrangements (RCA)
• Trust Accounts
*Blair Cudmore, Jason Rienas, Mike King, Pat Purbs, Reed MacDonald, Paul McNabb, Aravind Sithamparapillai, Tim Swinkels and Brett Graham are registered to offer investment advice and securities products to residents of Ontario.
*Jason Rienas and Paul McNabb are registered to offer investment advice and securities products to residents of British Columbia, Alberta and Quebec.
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ACPI Privacy Statement - https://www.alignedcapitalpartners.com/privacy-notice/
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