"It's not the will to win, but the will to prepare to win that makes the difference."
~Bear Bryant
OUR PROCESS
We pride ourselves on working with you, not for you. This teamwork mentality allows us to build and manage investment portfolios with ultimate suitability, transparency and long-term success. We are not tied to any products and services, always acting in the best of interest of our clients. Our process and discipline is applied to all portfolios, for private clients to institutions.
DISCOVERY
You share and we’ll listen. This thorough discussion creates the foundation of our partnership to help build a lasting and prosperous relationship.
SUITABILITY
Understanding your risk tolerance is important to us. Our disciplined and focused process is independent and unbiased. This gives us greater insight to ensure your plan and portfolio suitability.
IMPLEMENTATION
We’ll take you through an illustrative model that is designed specifically for you and your situation. Upon final review, the plan is executed. Using the latest technology, onboarding is completed electronically with a few clicks.
MANAGEMENT
Ongoing professional monitoring and maintenance with specific expertise for each aspect of your plan, to ensure we stay on track.
COMMUNICATION
It’s not just about your monthly statements. We believe in simplified, yet effective communication to put your mind at ease and provide only the information you want.
© 2019 LL Investments. All rights reserved.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through LL Investments of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/LL Investments and covered by the CIPF. Insurance and Group Benefits and financial plan consulting services are provided through LigonLevy Wealth. LigonLevy Wealth is an independent company separate and distinct from LL Investments of ACPI.
© 2019 LL Investments. All rights reserved.