We listen, we learn and we plan with our clients, not for our clients.  Through our open platform and disciplined approach, our clients gain access to valuable resources to ensure their financial planning needs are covered at all stages in life.  We pride ourselves in building generational relationships helping clients achieve their financial goals and leave lasting legacies.  We are product and service agnostic, offering only bespoke planning, to ensure our clients are presented with the utmost in suitability.  We have developed best-in-class partnerships on behalf of our clients to leverage specific expertise as required, for added value and peace of mind.

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We specialize in comprehensive advisory services for a wide array of Canadians.  LigonLevy Wealth offers planning, insurance, pensions and group benefits. At LL Investments, of Aligned Capital Partners, we offer full service investment and portfolio management.