Investment Management

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 Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.

The content provided in this section is for informational purposes only and reflects the personal opinions of the author where indicated. It does not constitute financial, investment, tax, or legal advice and should not be relied upon as such. Articles and commentary sourced from third parties are shared for informational purposes and do not necessarily reflect the views of Jonah Kagan, Creative Planning Financial Group or Aligned Capital Partners Inc.

Nothing contained here should be construed as a recommendation to buy or sell any security or to adopt any particular investment or planning strategy strategy. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

For advice specific to your situation, please consult a qualified financial, tax, or legal professional.