Investment Policy Statement Meeting

Edited-PW-and-JW-(1)-2smallIn the Investment Policy Statement Meeting, we summarize your goals and objectives and make recommendations for the overall strategy of your financial plan.

After the Investment Policy Statement has been presented and agreed upon we make specific investment recommendations*. The Investment Policy Statement may be adjusted overtime as your personal circumstances change.


* All investment advice is provided by Peter Watson and his team, through Aligned Capital Partners Inc. (ACPI). All securities products are provided by ACPI. ACPI is a member of the Investment Regulatory Organization of Canada (IIROC) and the Investor Protection Fund (CIPF).