Investments
Investments provided Through Aligned Capital Partners Inc.
Financial Planning leads our investment decisions. Everyone has different family and financial circumstances, goals, values and aspirations. We do not believe in one size fits all planning or investment strategies. We consider all aspects of your financial and personal circumstances to come up with a comprehensive strategy.
Evidence-based investing
We use robust academic research to make sure our investment strategies have a less subjective, more systematic approach. This allows our investors to understand and stick with their plans, even in challenging market environments.
Simple and transparent fee structure
Our free structure is always 100% transparent. Your annual fee is based on the complexity of your unique situation and will be agreed upon before we start working together.
Our compensation comes from the construction, implementation, and management of your investment portfolio. We use no-commission, low-cost index-based ETF’s and Mutual Funds and charge an annual advice fee that is withdrawn from your investment accounts.
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Investments provided Through Aligned Capital Partners Inc.
Securities advice and products are provided by Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund (www.cipf.ca).” Marc Berger is registered to advise clients in the provinces of Ontario and Alberta.
Disclaimer:
Creative Financial Planning Group and Aligned Capital Partners Inc. are separate legal entities. All non-securities related business conducted by your Advisors as representatives of Creative Financial Planning Group is not in their capacity as agents of ACPI.
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 Marc Berger, a Wealth Advisor of ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance-related advice, products and services are provided through Creative Planning Financial Group. CPFG is an independent company separate and distinct from ACPI.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Marc Berger.
Any advice which may be given in respect of non-securities services is given by your Advisors solely and no such advice is given in their capacity as agents of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by Creative Financial Planning Group Inc., or Aligned Capital Partners Inc., its affiliates or any other person as to its accuracy, completeness or correctness. All content is as of the date of this publication and is subject to change without notice.