A personalized approach to managing wealth


Crafting Financial Futures: Aligning Current Assets with Future Aspirations

Aligned Wealth Partners is founded on the belief in the transformative power of aligning your current financial situation with your future vision. Our team of wealth management professionals is devoted to comprehending your individual goals and creating a customized plan to lead you to your financial objectives. We conduct a thorough assessment and analysis of your financial position, considering your assets, liabilities, and income. Collaborating closely with you, we form a detailed vision of your financial future, taking into account retirement plans, investment goals, and legacy wishes. With a comprehensive understanding of your present and future, we apply our expertise to devise a strategic plan that aligns your finances with your long-term goals. At Aligned Wealth Partners, our commitment is to enable you to undertake your financial journey with confidence and clarity, ensuring your finances are in sync with the future you aspire to.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
"The future depends on what we do in the present"
Mahatma Ghandi

Information & insight

Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
Striking the Right Balance.
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Read
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning
Do U.S. Elections Affect Canadian Markets?
Read
Markets & Investing
Listen to our podcast with Neela White.
Listen
Retirement & Estate Planning
What to consider in your succession plan for the Family cottage.
Read
Retirement & Estate Planning
Background Rotating Sphere Pattern