Our Financial Services
Comprehensive Financial Planning in Kitchener-Waterloo and Across Ontario
Navigating the complexities of financial decisions—such as when to invest, how to optimize taxes, and selecting the right insurance at different life stages—can feel overwhelming. At Brightside Wealth, we simplify this journey. Our personalized financial planning services integrate savings, investments, tax strategies, insurance, and retirement planning into a cohesive strategy tailored to your unique needs and goals.
Whether you're planning for your family's future, managing business finances, or preparing for retirement, we're here to guide you every step of the way.
Financial Planning
At Brightside Wealth, we provide comprehensive financial planning tailored to your unique needs. From savings and investments to insurance and retirement strategies, our personalized approach helps you create clarity and connection across every part of your financial life.
Whether you’re an individual, family, or business owner, we align your financial plan with your values and goals at every stage of life.
Investment Management
We offer personalized investment management designed to fit your life — not just the markets. We take the time to understand your goals, values, and risk tolerance to develop a tailored investment strategy and asset allocation that supports your financial future. Whether you’re an individual investor or business owner, we create investment solutions aligned with your unique needs and long-term objectives.
Investment management solutions are provided by Brightside Portfolios of Aligned Capital Partners.
Retirement Planning
At Brightside Wealth, we provide comprehensive financial planning tailored to your unique needs. From savings and investments to insurance and retirement strategies, our personalized approach helps you create clarity and connection across every part of your financial life. Whether you’re an individual, family, or business owner, we align your financial plan with your values and goals at every stage of life.
Insurance and Risk Management
We understand that life is full of uncertainties, and it’s crucial to have the right safeguards in place to mitigate potential risks. At the same time, you don’t want to pay for something you don’t need. Protect your financial well-being with Brightside Wealth’s comprehensive insurance and risk management solutions. Our team is dedicated to helping individuals and businesses assess their risks, develop tailored
insurance strategies, and provide peace of mind in the face of unexpected events.
Tax Planning
No matter how you pay them, taxes are a common source of stress. Maximize your financial potential and minimize your tax burden with Brightside Wealth’s comprehensive tax planning services. Our team is dedicated to helping individuals and businesses navigate the complexities of tax laws, regulations, and ever-changing policies to ensure you achieve optimal tax efficiency. We can assist with the following goals:
- finding tax efficiencies in investment portfolios
- identifying tax savings in RRSP and TFSA plans
- helping corporate owners uncover opportunities for tax deferrals and savings by creating
- personal pension plans designed for their situation
- working with tax advisors to make filing taxes easy
With our strategic approach and personalized guidance, you can save time and confidently plan for a brighter financial future.
Corporate Services - Group Benefits
We help you integrate retained earnings, tax planning, risk management, and group benefits into a unified corporate strategy—ensuring sustainable growth, clear financial direction, and peace of mind for both your business and your family.
Planned Giving
The power of philanthropy and leaving a meaningful legacy can inspire you to give. So, make a lasting impact on the causes you care about with Brightside Wealth’s planned giving services. Our team is dedicated to helping individuals and organizations arrange their desires for planned giving, maximize their charitable contributions, and create a positive difference in their community.
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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 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.
