ACPI & Investing
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Our Investment Philosophy
Investment Management is a critical piece to your financial puzzle. We work with our clients to first clearly define what your objective are. Once we understand the important factors such as income needs, growth objectives, risk tolerance and the purpose of the accounts, we can then tailor the investment portfolios to meet these goals. We specialize in wealth preservation, creating sustainable income, and where appropriate, generating long-term growth. As an independent CIRO licensed Wealth Management Firm, we have access to a broad suite of investments solutions to serve you best. Our highest priority is understanding your financial puzzle and ensuring your investment management strategy is right for you.
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William Paul MacMunn is registered to provide securities to clients residing in the province of British Columbia, Alberta and Nova Scotia.
Wealth in Place Inc. is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investment Regulatory Organization (CIRO www.ciro.ca) and the Canadian Investor Protector 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.
Disclaimer
Wealth in Place Inc. and Wealth In Place Investments of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-securities related business conducted by your Advisors as representatives of Wealth In Place Inc. is not in their capacity as agents of ACPI.
Wealth In Place Investments is an investments trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investment Regulatory Organization (CIRO). Investment products are provided through ACPI, and include, but are not limited to, mutual funds, stocks, and bonds. William Paul MacMunn is registered to provide securities to clients residing in the provinces of British Columbia, Alberta, & Nova Scotia.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by William Paul MacMunn.
Any advice which may be given in respect of non-securities services is given by your Advisors solely and no such advice is given in their capacity as agents of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of CIRO and does not cover insurance products and segregated products not held by a Member.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by Wealth In Place Inc, Wealth In Place Investments of Aligned Capital Partners Inc., its affiliates or any other person as to its accuracy, completeness or correctness. All content is as of the date of this publication and is subject to change without notice.