While financial planning with us, we will assist you in balancing your income with your savings and expenses.
Our financial advisors work with you to help manage and optimize your income and savings, ensuring you’re prepared for both monthly and yearly expenses. We’ll make adjustments as needed during your regular review meetings or whenever necessary.
Set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.
Peter Watson
Founder
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.