Estate planning is the preparation of tasks to manage an individual’s asset base in the event of incapacitation or death, including the creation of a will, trusts, guardianships, and designations of beneficiaries, to minimize taxes and legal complications.
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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 Momentum Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Momentum Wealth and are covered by the CIPF. Financial planning and insurance services are provided through Momentum Financial Services Inc. Momentum Financial Services Inc. is an independent company separate and distinct from ACPI/Momentum Wealth.
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