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Practical Financial Advice

Build confidence with clear, local guidance. From emergency funds and investing to tax planning and retirement income, our advisors break down complex decisions into simple, actionable steps—tailored to life in Kitchener, Waterloo, Cambridge, and beyond.

5 Essential Financial Planning Steps in the Waterloo Region
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Group Benefits in Kitchener-Waterloo: A Practical Guide for Employers in Ontario’s KW Region
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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.