A Unique Approach
Our advisors offer a Wealth Management Approach to our clients, which goes well beyond the traditional ‘Money Management’ offerings of other offices. We provide services including financial management, risk management, tax planning, along with group insurance and innovative banking solutions.* Our approach is to look at the entire picture for our clients – not just managing the wealth they have accumulated.
Our office has over 90 years of combined financial services experience, and has 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.
*Certain products/offerings are provided through LGK Wealth Management Inc. and are not a product or endorsement of Aligned Capital Partners Inc.
LGK Wealth Management Inc. and LGK Investments of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-securities related business conducted by your Advisor as a representative of LGK Wealth Management is not in his capacity as an agent of ACPI.
LGK Investments is an investments trade name of Aligned Capital Partners Inc. (ACPI), a member of the Canadian Investor Protection Fund (CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Gary Koss is registered to advise clients resident in the provinces of Alberta, British Columbia, Saskatchewan, and Ontario. Lexy Koss is registered to advise clients resident in the provinces of Alberta, British Columbia, and Ontario.
Any advice which may be given in respect of non-securities services is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Gary and Lexy Koss.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. The owner and publisher of this website are not liable for any inaccuracies in the information provided.
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