- 1001 Champlain Avenue, Suite 300, Burlington
- (905) 399-2786
- info@ownwealthmanagement.ca
Tailored to meet our clients’ specific needs so they can reach their maximum financial potential.
Families, Inviduials, and Corporations
There are many reasons why you should consider starting to plan for your future, but actually starting can be difficult. Where do you even start? You don’t know anything about wealth management solutions, but we do. By contacting our team of financial advisors today, we can help you find motivation to start planning and ensure you stay on the right path towards a successful financial future. Why? Because we care about you and your family. Our business was founded on the sole purpose of wanting to help clients realize their potential and helping them realize their goals are obtainable.
We provide a wide range of financial services that are completely tailored to the meet the wants and needs of our clients.
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless transferring of ownership. We can make that happen.
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless transferring of ownership. We can make that happen.
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
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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