YourWealth Advisory / Aligned Capital Partners inc.

AJ has been nothing but a blessing to work and deal with. He continues to be insightful, transparent regarding my finances, and has continued to have open communication throughout the last few years in working together. 100% would highly recommend AJ and his colleagues to other people requiring assistance with financial management. Never have I had an inkling of concern or intuition that I was being mislead.

We have been with AJ for a number of years and he and his team have provided us with knowledgeable and sound investing advice. They have developed an investment plan based on our risk tolerance and goals. The returns they made based on their investment experience and knowledge have been excellent. They keep in communication with us with updates and recommendations. I would recommend them.

AJ has been managing my savings for several years and I am happy with the results. He keeps me up to date on the portfolio's performance and has provided good advice on adjusting the portfolio as I transition into retirement. I feel like my funds are in good hands.

When I retired about five years ago, we approached AJ and his team, who came recommended by a good friend. We needed to consolidate our various retirement savings accounts and make sure the funds were invested in products that matched a lower appetite for risk during our retirement years. We also wanted to make sure potential returns would meet our requirements. AJ’s team has put such a portfolio in place. They have been very attentive to our needs and informative as to the products in our portfolio. Their services have helped us feel more prepared for retirement and confident that funds will be available when required.

It is very comforting to know AJ and his team are not only taking care of our life savings, but helping them grow. They are knowledgeable, quick to respond and always happy to help in any way they can. We always feel welcomed when we reach out, it is easy to adjust contributions based on whatever life is throwing at us. Thanks!