Open View Wealth Advisory

Investments - ACPI

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.
Starting Out

Starting out with a firm financial foundation is a great strategy for building a solid relationship.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Single

When life situations change a good financial strategy can help to lower the stress.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

At Open View Wealth Advisory, we aim to help you own your future through the use of personalized investment strategies that set you and your family up for success.

With almost 40 years of combined experience, our team utilizes proven market strategies that have helped our clients navigate the investment world so that they can reap the benefits of what life has to offer without the fear of financial burden.

If you wish to build an investment plan that helps you own your future, please click the link at the very bottom to book a consultation.

RECENT ARTICLES

Market Highs vs Your Goals

Posted: October 7, 2024

investment planning

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year...

Basics For a Wise Financial Strategy

Posted: October 7, 2024

financial strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets...

Your Legacy Plan and Charitable Giving

Posted: October 7, 2024

estate planning

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually...

Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through Open View Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Open View Securities and covered by the CIPF. Financial planning and insurance services are provided through Open View Wealth Advisory. Open View Wealth Advisory is an independent company separate and distinct from ACPI/Open View Securities.