What is Investment Advice?


Investment Advice refers to the information, research, and guidance given by a professionally trained and registered individual to a client on the investment products for their portfolio.


Investment advice can be professional where a client hires a professional advisor to provide advice regarding the quality and suitability of investment products for their portfolio. Investment advice can also be of a do-it-yourself nature where the client compiles information from various sources to make informed decisions about the investment products they hold in their portfolio.


Should you be using an Investment Advisor?


You should use an CIRO registered Investment Advisor to manage your investment accounts if you wish to have peace of mind in delegating the responsibility of choosing and monitoring the quality and suitability of the investment products in your portfolio to generate a return and meet your goals and objectives.


IIROC advisors are able to offer a wide range of products and services, ranging from mutual funds, guaranteed investment certificates, stocks, bonds, ETFs, and more complex alternatives. Only those individuals with the necessary training and education receive CIRO approval. CIRO advisors must also pass financial, professional, and personal background checks before they can be registered to work at CIRO firms.


Erik Forbes is registered to provide investment advice and solutions to clients residing in the provinces of Alberta, British Columbia, Manitoba, and Nova Scotia. Nathan Heppner is registered to provide investment advice and solutions to clients residing in Manitoba. Securities products are provided through Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investment Regulatory Organization (CIRO.CA) and the Canadian Investor Protection Fund (www.cipf.ca). Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.

Investment Advice

For securities advice contact us at eforbes@alignedcp.com and nheppner@alignedcp.com.

Securities Products Provided by Aligned Capital Partners Inc.










Disclaimer:

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 ACPI, Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Forbes Wealth Management Ltd.. Forbes Wealth Management Ltd.  is an independent company separate and distinct from ACPI.