We help you achieve your financial goals - saving for retirement, investing in your future, or protecting your assets.
Financial planning can feel overwhelming, with countless options and decisions to navigate. That’s why we take a personalized approach, working closely with you to create a plan that reflects your unique needs and priorities. At every step, we’re here to answer questions, address concerns, and provide ongoing support. We believe financial planning is a lifelong process, and we’re committed to building long-term relationships based on trust and mutual respect.
What to Expect When You Work With Us
We make financial planning feel personal, clear, and empowering by offering:
- A values-driven approach rooted in honesty and transparency
- Personalized strategies tailored to your life stage and goals
- Clear communication and education at every step
- A collaborative process that respects your pace and comfort level
- Ongoing support to help you adapt as life and markets evolve
- A commitment to ethical, sustainable, and independent advice
We’re proud to serve Ontario families, professionals, and small business owners who value clarity, trust, and a long-term relationship with their financial planner.
Patrick and his team have given us the best banking experience we have ever had. They are there for us personally and professionally, each and every time we need them (and that has been often) and have consistently gone above and beyond to ensure that we and our business were taken care of. I cannot say enough about the service we receive with Patrick and his team. They have treated us like family and not just a numbered account. I have recommended them countless times and now have most of my business accounts handled by them. Thank you Patrick for your endless support and assistance in our business! We absolutely appreciate you and value you as part of our team!
[Patrick] listens to what you want, does his research and finds you the best option for your situation. I trust him to give me, my family and friends the best financial advice. You’re in good hands with Pat!
Patrick is a true professional that takes the time to ensure you know all the options available to protect you and your family. If you are nervous about opening up and sharing your situation, fear not.
I would highly recommend connecting with [Patrick] if you are planning to travel. He is knowledgeable and well connected in insurance and investments, and provides incredible customer service.
Pat Carson is amazing to work with, he is knowledgeable, patient, responsive and has your best interest in mind! He has helped me multiple times .. He is a pleasure to work with and I would highly recommend him to anyone!
Always a pleasure to deal with Patrick. He will take the time to 'actively listen', understand and find solution to issue on hand in the most efficient manner. He will go 'step further' to ensure success and this is like the Cherry on Cake when you deal with Patrick.
[Patrick's] help has saved me a notable sum of money and also allowed me the freedom to achieve certain goals sooner. He's responsive to my inquiries for information and good with following up.
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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.
