Tailored Investment Strategies for Your Financial Future
We recognize that every individual’s financial journey is unique. That’s why we are dedicated to providing personalized portfolio management services that align with your specific goals and aspirations. Our expert team works closely with you to develop a customized investment strategy designed to maximize your wealth and secure your financial future.
Customized Investment Strategies
Creating a strong financial foundation begins with a tailored investment plan. We take the time to understand your personal and financial circumstances, including your short-term goals, long-term ambitions, and risk tolerance. Based on this understanding, we craft a personalized investment strategy that reflects your unique vision.
ACTIVE PORTFOLIO MANAGEMENT
Creating a strong financial foundation begins with a tailored investment plan. We take the time to understand your personal and financial circumstances, including your short-term goals, long-term ambitions, and risk tolerance. Based on this understanding, we craft a personalized investment strategy that reflects your unique vision.
Transparent Fee Structure
At Alpha Bull Canada, we believe in providing excellent value to our clients. Our fee structure is designed to be clear and competitive, ensuring that you receive top-notch service without hidden costs.
| Investment Range | Rate |
| $250,000 – $749,999 | 1.35% |
| $750,000 – $1,499,999 | 1.15% |
| $1,499,999 – $4,999,999 | 1.00% |
| Above $5,000,000 | 0.85% |
Holistic Wealth Assessment
We conduct a comprehensive review of your financial situation, encompassing your income, expenses, assets, and liabilities. This thorough analysis sets the stage for building a robust investment strategy.
Risk Assessment
Understanding your risk tolerance is a crucial part of our process. We evaluate your comfort level with volatility and potential losses to design an investment portfolio that suits your preferences.
Regular Performance Reporting
We provide consistent updates on your portfolio’s performance, including detailed reports on investment returns, asset allocation, and market trends. Our commitment to transparency ensures you are always informed about your financial progress.
Aligned Capital Partners Inc. (ACPI) is a full-service investment dealer and a member of the Canadian Investment Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO). Investment services are provided by MRG Investments, an approved trade name of ACPI.
For your security and convenience, your investments are held at CI Investment Services, providing custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
Aligned Capital Partners Inc. (ACPI) is a member of the Canadian Investor Protection Fund (CIPF). Only investment related products and services are offered by ACPI/MRG Investments and covered by the CIPF. Financial planning and insurance services are provided by MRG Wealth Management. MRG Wealth Management is an independent company separate and distinct from ACPI/MRG Investments. All non-securities related business conducted by MRG Wealth Management is not covered by the Canadian Investor Protection Fund (CIPF).