About
Brightside Wealth
We plan for life so you can live it. Building wealth, equipping families and fostering community.
We believe that responsible investing can make a positive difference in the world. That’s why we focus not only on building wealth strategically, but on equipping families with financial literacy, and promoting community engagement.
Our team is committed to helping you reach your financial goals while recognizing the impact your investments have on society and the environment. Before we discuss investing your money, we invest our time in getting to know you. That way, we can offer you a customized investment strategy full of opportunities that align with your individual values.
Our founder, Patrick Carson, worked for banks, credit unions, and other financial institutions for over 15 years before realizing he could help more as an independent investment advisor. He started Brightside Wealth for individuals seeking more personalized care that larger organizations often can’t provide.
Guided by Patrick’s expertise and goals for the company, we pride ourselves on taking a people-first approach to wealth planning. Instead of setting unrealistic expectations or rushing into an investment plan, we focus on meeting our clients where they are in life. Whatever your circumstances, we’ll work with you to find a manageable path forward that prioritizes your objectives and investment comfort. We plan for life so you can live it.
Our Approach
Gathering information
Together, we’ll analyze your cash flow, net worth, insurance profile, investment goals, objectives, time frames, and risk tolerance to develop a personalized financial plan. Not only will you understand where you sit financially, you’ll understand where you’re going as you follow the steps we lay out for you.
Putting the Plan Into Action
We’ll help you prioritize the steps you need to take so you can start your new financial plan right away. But because we invest time getting to know you, we’ll also help you discover where you might struggle so you can finally plan for success.
Keeping on track
We’ll create a schedule to regularly review your progress. If you’re worried about falling off course, don’t be! That’s why we’re here: to help you stay the course so you can reach your financial goals.
About Us
Patrick Carson CIM, RIS
Investment Advisor at Brightside Portfolios of Aligned Capital Partners
Founder at Brightside Wealth
Patrick Carson has over 15 years of experience in financial services. This includes 11 years at CIBC, first as a financial service representative and later as a financial advisor, five years with Pace Securities Corp as a financial advisor, and 3 years and counting with Aligned Capital Partners. To further support his expertise, Pat has completed the Canadian Insurance Course and the Canadian Securities Course. He has also received the Chartered Investment Manager (CIM) designation and is insurance licensed.
Aside from his professional resume, Pat is highly invested in his community and is involved with a number of non-profits: he sits on the board of directors for KW Habilitation, serving on its finance committee, and is a member of the Westvale Waterloo Optimist Club–a group that organizes and supports events for youth to encourage their education and develop their interpersonal skills.
Pat lives in Waterloo, Ontario, with his wife and two children and is an avid fan of the Toronto Maple Leafs and junior hockey.
Aligned Capital Partners
Aligned Capital Partners Inc. is our investment dealer providing a broad range of investment and wealthmanagement products to clients across Canada. Aligned Capital Partners Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).
Brightside Wealth is one of the 175 licensed Independent Investment Advisors across Canada. Each representative is CIRO registered and supervised by Aligned Capital Partners Inc.
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.
