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We offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. We apply a clear, well-defined and objective process. Below is a cross-section of wealth management issues that our clients commonly encounter.

Key Portfolio Management Factors

What is the current risk level of our total investment portfolio?

Does our current portfolio meet our lifestyle needs?

How might we reposition our investments to meet our lifestyle objectives?

What is our net annual return in dollars and on a percentage basis?

Planning for Retirement

How soon can we afford to downsize our careers or elect to fully retire and reasonably be expected to maintain our standard of living throughout our retirement years?

What assumptions are prudent to make about inflation, rate of return on investments, longevity?

Now that we are finally reaching our retirement years, how should we modify our investment plan to provide more stability and higher income at the expense of higher growth and volatility.

Financial Management During Retirement

How much can we draw annually from our investment portfolio to supplement other sources of retirement income, while still making sure that our portfolio value keeps up with inflation?

What are the optimal choices to make for required minimum distributions from our retirement accounts before reaching age 70 1/2?

My spouse is not knowledgeable about (or perhaps not interested in) financial matters. Who can my spouse turn to for assistance if I am no longer available to handle our affairs?

What investments should I spend first in retirement – taxable or tax-deferred retirement assets?

Should we consider long-term care insurance? What are the key factors to consider?

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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”).  Investment services are provided through Awaken Investments, an approved trade name of ACPI.  Only investment-related products and services are offered through ACPI/Awaken Investments and covered by the CIPF. Financial planning and insurance services are provided through Awaken Wealth Management Ltd/Awaken Wealth.  Awaken Wealth Management Ltd/Awaken Wealth is an independent company separate and distinct from ACPI/Awaken Investments.