Over the past 25 years Eunice Luis of Portlington Financial Group, built her career as an independent advisor by working alongside her clients and their families to ensure they meet or exceed their financial goals.
Eunice has always been a proponent of good planning and in 2023 she partnered with John Osborne, Andrea Haley and their Team at Wise Advisory Group to help maintain, grow and strengthen her existing relationships.
Operating together as the Wise & Portlington Advisor Team of Aligned Capital Partners Inc. 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.
Eunice Luis is registered to advise in and provide securities to clients residing in the province of Ontario. John C. Osborne is registered to advise in and provide securities to clients residing in the provinces of New Brunswick, Ontario, Alberta and Quebec. Andrea Haley is registered to advise in and provide securities to clients residing in the province of Ontario and New Brunswick. 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.