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.
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.
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.