- 1001 Champlain Avenue, Suite 300, Burlington
- (905) 399-2786
- info@ownwealthmanagement.ca
Let’s put the proper plans in place to protect your family and your wealth. You’ve worked hard to get to where you are so let’s continue to preserve it.
By working together to understand your goals, we can preserve and secure your wealth that you’ve worked so hard to achieve. With our many years of experience in the industry, we know what it takes to guide clients around any obstacles to get them what they want. We know what will work for you and what won’t. So don’t wait. Pick up the phone today to speak to one of our advisors who can answer any of your questions.
We’ve said it before and we’ll say it again: each investment plan is completely tailored to you. However, here’s what you can expect when you sign up for our services:
So you want to work with us? Book a consultation with our team and we’ll get to know each other and the services you’re interested in. And remember, you’re not in this alone. We’ll be here for you every step of the way.
We’ll immediately get to work putting a plan together that aligns with your needs and future goals. We’ll keep you in the loop and start developing a trusting, professional, long-term relationship
We’re not going to leave you out of the process! This is your future we’re talking about here. If you have any recommendations on how we can further improve your tailored plan, let us know so we can implement those changes.
With the proper plans in place, you can rest assured knowing that your future and your family is well protected. While you may not always physically see the changes our plans are making, you’ll be provided with peace of mind.
So you want to work with us? Book a consultation with our team and we’ll get to know each other and the services you’re interested in. And remember, you’re not in this alone. We’ll be here for you every step of the way.
We’ll immediately get to work putting a plan together that aligns with your needs and future goals. We’ll keep you in the loop and start developing a trusting, professional, long-term relationship
We’re not going to leave you out of the process! This is your future we’re talking about here. If you have any recommendations on how we can further improve your tailored plan, let us know so we can implement those changes.
With the proper plans in place, you can rest assured knowing that your future and your family is well protected. While you may not always physically see the changes our plans are making, you’ll be provided with peace of mind.
Whether you want to ensure you can retire comfortably, need help with investment planning, or want to put the proper processes in place to pass your business on to the right successor, our team of advisors are here to make your life easier.
Short-term goals or long-term goals, we can assist with whatever it is you require to maximize your financial potential.
We’re never going to ghost you. If you have a question or recommendation, we’ll respond to you in a timely manner, and that’s a promise.
We’re proud of the fact that we’ve been assisting multi-generational families so they can ensure the wealth and protection of their next generation.
We know that planning for your future can be stressful. After all, no rule book came with your money, so how are you supposed to know how to put your money where it truly matters in order to protect your assets and your family? That’s where we stand out from the crowd; we ensure to explain every step of your tailored plan to you according to your wants and needs. While our financial experts do all of the hard work for you, we want to ensure you fully understand what’s needed of you to reach your own goals so you are part of the process and so we can establish a trusting, long-term relationship.
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 ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Own Wealth Management. Own Wealth Management is an independent company separate and distinct from ACPI.
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