We help plan for life so that you can live it.

TAKE CONTROL OF YOUR FUTURE

Financial Planning for Families, Entrepreneurs & Business Owners in the Kitchener-Waterloo Region and across Ontario

We help Ontario families and small business owners make confident financial decisions—from investments and retirement income to insurance, taxes, and succession planning.

Services We Offer

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Retirement & Succession Planning

Whether you’re earning income or planning for a major transition, we help you move smoothly and tax efficiently into retirement.

Investment Portfolio Reviews

We offer personalised advice to help you grow your business wealth and personal investments with the right mix.

Insurance for Business & Family

Protect your income, your business, and your family with insurance strategies tailored to you.

Tax Planning Strategies

Smart tax strategies to help you keep more of your returns and grow wealth efficiently.

Group Benefits & Owner Compensation

Thinking of offering employee benefits or structuring your own compensation? We can help you design a plan that works for your team and your bottom line.

Planned Giving

Make a lasting difference with personalized planned giving strategies designed to align your legacy with the causes you value most.

Why Choose Brightside Wealth?

Tailored strategies for every life stage.
Expert Advisers: Decades of experience and trusted guidance.
Transparent Fees: No surprises, just clear value.
Values-Based Investing: Align your money with your beliefs.
Ongoing Support: Regular reviews and easy access to your advisor.
Family-Like Service: Warm, supportive, and always there for you.

Are You Interested In Becoming A Client?

BOOK A FREE CALL

Whether you are running a business or planning for your family's future, we're here to help you build a clear, confident financial plan that fits your life.

Are You Interested In Becoming A Client?

BOOK A FREE CALL

Whether you are running a business or planning for your family's future, we're here to help you build a clear, confident financial plan that fits your life.

(289) 971-6012

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Disclaimer

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