Brightside

Wealth

We help plan for life so that you can live it.

Meet Patrick Carson, CIM®, RIS

Investment Advisor at Brightside Portfolios of Aligned Capital Partners

Founder at Brightside Wealth

Patrick Carson is dedicated to coaching you through your financial decisions and finding

creative solutions to any roadblocks, giving you confidence in decisions that affect you both

today and in the future. He has over 15 years of experience in the world of finance. Through

this experience, he has seen the impact a dedicated partner can have on a client.


Who We Help

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We help you to see the Brightside.

Life is complex.

We help you build

a solid future.

Responsible Investment Advice

Holders of the Responsible Investment Specialist (RIS) designation are recognized as experts in responsible investing and can provide clear guidance on how to align your investments with your goals and values. Finding an investment professional with this certification is important for clients who care about sustainability and social responsibility within their investment decisions. An RIS certified professional will help you achieve this while still prioritizing your personal returns and growth.

Experienced in Caring

We have helped our clients plan for tomorrow while living a fulfilling life in the present, encouraging generosity, and fostering community. You define your goals, and we help you find the way there.

FAQ

FREQUENTLY ASKED QUESTIONS

Knowledge Bank

Our FAQ section offers quick and helpful answers to some of the most common questions we receive.

Browse through our blog to learn more about our services, our team, and our approach to financial planning.

Featured Articles


5 Essential Financial Planning Steps for a Secure Future in the Waterloo Region
Discover the key steps to achieve financial security in the Waterloo Region. Learn how Brightside Wealth can guide you through effective financial planning strategies tailored to your needs.

Contact Us

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Brightside Portfolios an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Brightside Portfolios and covered by the CIPF. Financial planning and Insurance services are provided through Brightside Wealth. Brightside Wealth is an independent company separate and distinct from ACPI/Brightside Portfolios.