Investments/ACPI

 

What We Can Do For You

Our Investment Planning service is based on these simple facts: Market timing doesn’t work. Creating and preserving wealth needs diversification. Focus on the long-term, and don’t let short-term diversions distract you. Investing is about more than just making money – it’s also about helping you achieve your financial goals.

Here’s a preview of what our Investment Planning services cover: 

  • Understanding your financial goals
  • Analyzing your current situation
  • Proposing an investment strategy
  • Implementing the plan
  • Watching over your investments
  • Consulting, advising and counselling

 

Jonathan Adomait is registered to provide securities, investment advice and solutions to clients residing in the province of Ontario.

EEA Financial Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a Member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund (www.cipf.ca) Client's 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.

 

 

 

 

 

 

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