Investment Management – ACPI

Our clients have worked hard to build their wealth and ensuring their money is working hard for them is our priority. The last 20 years has resulted in an evolution of the traditional investment portfolio. With increased market volatility and the reality of low interest rates for the foreseeable future, simply holding a generic blend of stocks and bonds will not provide the stability and returns to ensure our wealth is adequately protected and growing.
By combining traditional investment strategies along with modern techniques, we design intentional portfolios for our clients to ensure their future is prosperous. As fee based advisors we do not accept commissions from any investments we recommend, ensuring our long term interests are aligned.

Our client portfolios may include the following:

  • Individual Stocks/Securities
  • Real Estate Offerings
  • Private Equity
  • GICs/High Interest Savings
  • Exchange Traded Funds (EFTs)
  • Bonds
  • Mutual Funds
  • Mortgage Investments
  • Exempt Market Products   
  • Individual Stocks/Securities
  • Real Estate Offerings
  • Private Equity
  • GICs/High Interest Savings
  • Exchange Traded Funds (EFTs)
  • Bonds
  • Mutual Funds
  • Mortgage Investments
  • Exempt Market Products

Jason Flint of Ivory Planning Group is registered to provide investment advice and services through Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and Member of the Canadian Investor Protection Fund (www.cipf.ca). All non-securities related business conducted by Ivory Planning Group is not offered protection (within limits) by the CIPF.

Reach out to our office to learn more about our investment services.

9 + 1 =