This website is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This website does not take into consideration the investment objectives, financial situation or specific needs of any particular person.
Wise Advisory Group provides financial planning as well as life insurance products.
Investment advice and securities are provided by Wise Advisory Wealth Management of Aligned Capital Partners Inc. (ACPI).
Our advisors - Julian N. Wise, John C. Osborne, Donna J. Harrison and John Radul - are registered through separate organizations for each purpose and, as such, you may be dealing with more than one entity, depending upon the products purchased. The name of the entity being represented should correspond to the business being conducted.
Wise Advisory Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI). Investment products are provided by ACPI and include, but are not limited to, prospectus-based mutual funds, pooled funds, stocks and bonds. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.IIROC.ca) and is a Member of the Canadian Investor Protection Fund (www.CIPF.ca).
John C. Osborne is registered to provide securities advice, securities and other investments to residents of Ontario and Quebec. He is also licensed to sell life insurance products to residents of Ontario and Alberta.
John Radul registered to provide securities advice, securities and other investments to residents of Ontario, Alberta, British Columbia and Nova Scotia. He is also licensed to sell life insurance products to residents of Ontario and Alberta.
This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Any reference in this website to specific services, securities and/or investment products should not be regarded as an endorsement, offer or soliciation to buy or sell any investment fund, security or other product or service. Any investment products and services referred to herein are only available to investors in vertain jurisdictions where they may be legally offered and to certain investors who are qualified according to the laws of the applicable jurisdiction.
Non-securities related business includes, without limitation, fee-based financial planning services, estate and tax planning services, tax return preparation services; advising in or selling any type of insurance product and any type of mortgage service. Accordingly, ACPI does not provide or supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by John C. Osborne, John Radul and Wise Advisory Group. ACPI will therefore not be liable or responsible for any non-securities related business conducted by John C. Osborne, John Radul and Wise Advisory Group.
The Canadian Investor Protection Fund (CIPF) does not offer protection (within limits) to any non-securities related business conducted by Wise Advisory Group. CIPF Coverage is available to IIROC Dealer Members and does not protect insurance and segregated products not held by a Member. A brochure detailing CIPF protection is available upon request.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by ACPI, its affiliates or any other person as to its accuracy and completeness. Content may not be reproduced or copied by any means without the prior consent of the author and Aligned Capital Partners Inc. Content is subject to change without notice.
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