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.
EEA Financial Inc. and EEA Financial Wealth Management of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non securities related business conducted by your Advisor as a representative of EEA Financial is not in his capacity as an agent of ACPI. EEA Financial Wealth Management is an investment trade name of Aligned Capital Partners Inc. (ACPI), a member of the Canadian Investor Protection Fund (CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Jonathan Adomait is registered to provide securities to clients who reside in the provinces of Ontario. Any advice which may be given in respect of non securities services is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member. Non securities related business includes, without limitation, fee based financial planning services; estate and tax planning; tax return preparation services; 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 your advisors. 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 on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. The owner and publisher of this website are not liable for any inaccuracies in the information provided.