Our Financial Services
Knowing when to invest, how to save on taxes, and what insurance to pay for at what time in your life
can feel like getting lost in a cornfield maze.
At midnight.
Call us for the map. At Brightside Wealth, we’ll guide you through (or even legitimately around) the
maze so you can plan for financial needs at every stage of your career and your life. We can even include
any financial goals you have for your community, such as sizable donations or regular giving.
As you look ahead to your golden years, it’s essential to have a solid financial strategy in place to ensure
you can enjoy the retirement lifestyle you’ve always envisioned. The experienced team of financial
professionals at Brightside Wealth is here to guide you every step of the way, helping you make
informed decisions to secure your plans for the future.
We’ll help you create a personalized retirement plan that prioritizes your goals and maximizes your
access to government benefits. Then we’ll monitor your progress and make changes as needed.
No matter how you pay them, taxes are a common source of stress. Maximize your financial potential
and minimize your tax burden with Brightside Wealth’s comprehensive tax planning services.
Our team is dedicated to helping individuals and businesses navigate the complexities of tax laws,
regulations, and ever-changing policies to ensure you achieve optimal tax efficiency. We can assist with
the following goals:
- finding tax efficiencies in investment portfolios
- identifying tax savings in RRSP and TFSA plans
- helping corporate owners uncover opportunities for tax deferrals and savings by creating
- personal pension plans designed for their situation
- working with tax advisors to make filing taxes easy
With our strategic approach and personalized guidance, you can save time and confidently plan for a
brighter financial future.
For parents, being able to set your child up for success is always top of mind. Invest in your child’s future
education with Brightside Wealth’s comprehensive RESP planning services. We understand the
importance of providing your child with the best opportunities. With our expertise in Registered
Education Savings Plans (RESPs), we can help you to create a realistic timeline for education savings, to
maximize your contributions, and to make your child’s educational aspirations a reality.
We understand that life is full of uncertainties, and it’s crucial to have the right safeguards in place to
mitigate potential risks. At the same time, you don’t want to pay for something you don’t need. Protect
your financial well-being with Brightside Wealth’s comprehensive insurance and risk management
solutions. Our team is dedicated to helping individuals and businesses assess their risks, develop tailored
insurance strategies, and provide peace of mind in the face of unexpected events.
Leave a comfortable future for your loved ones and preserve your legacy with Brightside Wealth’s
comprehensive estate planning services. We know that planning for the future can be overwhelming,
but our team is here to guide you through the process with care and confidence. With our personalized
approach and attention to detail, we’ll help you manage the ins and outs of estate planning, protect
your assets, and provide clarity for you and your family’s future.
The power of philanthropy and leaving a meaningful legacy can inspire you to give. So, make a lasting
impact on the causes you care about with Brightside Wealth’s planned giving services. Our team is
dedicated to helping individuals and organizations arrange their desires for planned giving, maximize
their charitable contributions, and create a positive difference in their community.
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.
Call Pat: (289) 971-6012
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.