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A financial plan is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes…
Investment Tax Planning
An investment tax strategy is not just about writing the government a cheque; it can be a deeply involved process that takes into account many different variables.
Retirement Planning
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement…
Portfolio Analysis
Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your…
Estate Planning
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out…
Insurance Analysis
Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and…
Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and Canadian Investment Regulatory Organization (www.CIRO.ca). All non-securities related business conducted by Cornerstone Financial Management Inc. is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, mortgage service, and/or tax return preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by Cornerstone Financial Management Inc., and all such non-securities related business is the responsibility of Cornerstone Financial Management Inc. alone.
Contact Us
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519-204-2495
Email – General Inquiries
info@cornerstonefm.ca
Office – By Appointment
380 Wellington St.
Tower B, 6th Floor
London ON N6A 5B5
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