Your advocate for a better financial future
Building and managing your wealth is something we work on over a lifetime. Together.
Who we are
We understand partnership is a process.
That’s why we get to know you and your needs to understand your financial future.
We are deeply rooted in the lives of our clients and are passionate about helping them navigate big decisions at key moments in their lives. With bespoke wealth strategies for your situation, we provide you with the insight and continuity to reach successful, long-term outcomes. CP Wealth advisors are with you every step of the way.
We simplify the complex, saving you time and money while providing a strategy to help you meet your life goals.
key services
Your partner in all aspects of your financial life.
With over 50 years of experience, we ensure your plan reflects your values and supports what matters most to you.
Advanced Financial Planning
Confidence starts with a detailed and thoughtful plan and experts committed to your success. With the knowledge and experience to navigate complex financial situations, we will build your bespoke financial plan and help make it a reality.
Investment Management
Financial planning and investment management go hand in hand. We help our clients focus on what matters and avoid decisions driven by emotion and impulse. This results in better investment decisions and better portfolio outcomes. As independent advisors, we have the freedom to create portfolios that are right for you.
Risk Assessment and Insurance
Employing expertise and insight, we collaborate with you to develop a plan that protects you and your family from risk, no matter what life throws your way. Life happens. The defensive strategies we design will be proactive, comprehensive and secure.
Estate Planning
We build and implement a wealth transfer strategy that fulfills your long-term wishes, minimizes tax in your estate and preserves family dynamics for the future. We apply our expertise to provide you, your business and your family comfort and continuity.
We are more than wealth advisors.
We are deeply rooted in the lives of our clients and are passionate about helping them navigate big decisions at key moments in their lives.
Set up a conversation with one of our advisors.
Meeting you where you are today for a better financial tomorrow.
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 ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning, insurance and estate planning-related advice, products and services are provided through Creative Planning Financial Group.
CPFG is an independent company separate and distinct from ACPI.
