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Brightside Portfolios of Aligned Capital Partners

Investment management is about more than just market performance — it’s about aligning your investments with your life, your values, and your goals. The key to effective investing lies in understanding your risk tolerance, life stage, and unique personal circumstances.

We take a thoughtful, client-first approach to building portfolios that reflect who you are — while maximizing opportunities for long-term growth and tax efficiency. Through Aligned Capital Partners Inc., we offer access to a wide range of investment solutions tailored to support your financial future with clarity and confidence.

We help you invest with purpose by offering:

  • Personalized portfolios aligned with your goals, values and lifestage
  • Diversified strategies using traditional and alternative investments
  • Tax-efficient asset placement to maximize after-tax returns
  • Ongoing reviews and proactive adjustments as markets and life evolve
  • Access to a wide range of investment solutions through Aligned Capital Partners Inc.
  • Independent advice focused on long-term growth and financial clarity

Ideal for:

Ontario families, professionals, and entrepreneurs seeking thoughtful, values-driven investment strategies.

Why Choose Brightside Portfolios for Investment Management?

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Expertise and Experience

Backed by years of industry knowledge and proven results, our team brings confidence and clarity to your investment journey.

Personalized Approach

Your goals aren’t one-size-fits-all—and neither is our strategy. We design portfolios tailored to your life stage, risk comfort, and long-term vision.

Tax-Efficient Strategies

We help you grow your wealth without giving more than necessary to the taxman. Through smart asset placement and tax-aware investing, we aim to maximize what you keep.

Diversification

Your portfolio is built to weather change—with a mix of traditional and alternative investments that align with your values and your goals.

Ongoing Support & Stewardship

Your investment needs evolve—and we evolve with you. We offer consistent check-ins, proactive guidance, and a commitment to walking beside you through every stage of life.

Our Investment Approach

Goal Setting

Evaluate your risk comfort and investment horizon to guide allocation decisions.

Risk & Time Assessment

Evaluate your risk comfort and investment horizon to guide allocation decisions.

Investment Policy Development

Create a clear Investment Policy Statement to document your strategy and boundaries.

Asset Allocation

Allocate across stocks, bonds, alternatives -customized for your needs and values.

Plan Implementation

Build and execute your portfolio with tax efficiency in mind.

Monitoring & Rebalancing

Review performance regularly; adjust to stay aligned with goals and market conditions.

Reviewing & Reporting

Provide transparent performance reports and adapt your strategy as life evolves.

A close-up of a hand with a pen analyzing data on colorful bar and line charts on paper.

Retirement should be a time of fulfillment, relaxation, and financial security.

Together, we'll develop a personalized retirement financial plan that aligns with your goals, helps you make the most of your assets, and ensures a bright and prosperous retirement journey.

Start planning today for the retirement you deserve.

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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 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.