Overview.
Wise Advisory Wealth Management of Aligned Capital Partners Inc is a truly independent financial advisory firm. We owe no allegiance to any bank, trust, or investment company. We work with you, to invest your money where it is most appropriate.
Our guiding philosophy is to place our clients' interests first. It is embedded in our culture, business model and processes. We focus on you, and those you care about most.
We believe that client relationships are best served by seasoned professionals with experience and integrity. Given the complexities of the financial markets and the speed at which change occurs, experience ensures a perspective that is necessary in order to navigate you towards a successful conclusion of your stated financial objectives.
We have an ongoing process in place to monitor the Portfolio Managers we partner our clients with to manage their money.
Managers are recommended to clients based on their unique needs and their willingness, need and ability to accept risk and volatility.
On an ongoing basis we assess Portfolio Managers on six key criteria (the 6 “Ps” as recommended by www.pmac.org):
· Portfolio Management Firm Characteristics (history, ownership, size, profile)
· People (client facing and back office)
· Philosophy & Style (value, growth, momentum and adherence to style)
· Performance
· Portfolio Management and Wealth Services (range of mandates)
· Payment for Services (Value delivered relative to cost)
Additionally, any underlying products are assessed for:
· Structure
· Features
· Risks
· Initial and any ongoing costs
· Impact of costs and relative value
Lastly and importantly, all investment relationships have their administrative and regulatory obligations independently reviewed by the Aligned Capital Partners Inc Product Review Committee. Aligned Capital Partners Inc focuses on two key items: pedigree and conflicts of interest. Pedigree are the people that make up a respective money management firm and their background, history of success, and most importantly, regulatory history. Conflicts of interest are just that but can touch many parts of the third-party manager relationship
Our goal is to uphold our firm’s investment philosophy of partnering with top tier money managers who empower us and our clients to own great businesses and products at a reasonable price for long term growth.
On an annual basis we also meet alongside our peers who each bring unique perspectives from their respective fields of accounting, law, tax and investment management to ensure we challenge our own beliefs and hold one another accountable to our highest standards and meet or exceed our respective continuing education requirements.
John C. Osborne is registered to advise in and provide securities to clients residing in the provinces of New Brunswick, Ontario and Quebec. John Radul is registered to advise in and provide securities to clients residing in the provinces of Alberta, British Columbia, Nova Scotia, and Ontario. Andrea Haley is registered to advise in and provide securities to clients residing in the province of Ontario. Securities are provided through Aligned Capital Partners Inc. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (IIROC.ca) and Member of the Canadian Investor Protection Fund (CIPF.ca) Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds.
Matt Webster is registered to advise in and provide securities to clients residing in the province of Ontario.
ACPI Privacy Policy
ACPI Complaint Resolution Policy
Any advice which may be given in respect of non-securities services is given by Wise Advisory Group solely and no such advice is given in their capacity as a registrant of ACPI. Canadian Investor Protection Fund (CIPF) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Wise Advisory Group and its Team Members.
This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. 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. The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.