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"Successful investing is about managing risk, not avoiding it."

- Benjamin Graham

A Unique Approach

With over 90 years of combined financial services experience, our advisors offer a Wealth Management Approach to our clients, which goes well beyond the traditional "Money Management" offerings of other offices. Our approach is to look at the entire picture for our clients – not just managing the wealth they have accumulated.


Financial management | risk management | tax planning | group insurance | innovative banking solutions*


We've worked with clients of all types – the young, elderly, wealthy, and inexperienced. Our offerings cater to the needs of each individual client, with the first steps being dealt with on a priority basis depending on the needs of the client.

Our business growth comes mainly in the form of client referrals. This tells our staff that the offerings and service provided is well-received by our clients. There is no better client compliment than referring a friend or a family member.


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*Certain products/offerings are provided through LGK Wealth Management Inc. and are not a product or endorsement of Aligned Capital Partners Inc.


Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).    Investment services are provided through LGK Investments, an approved trade name of ACPI.    Only investment-related products and services are offered through ACPI/LGK Investments and covered by the CIPF. Financial Planning and insurance services are provided through LGK Wealth Management. LGK Wealth Management is an independent company separate and distinct from ACPI/LGK Investments.        

    

 

                   


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