Investment Services
Access your personal financial website to review the current value of your portfolio, account activity, and to sign up to receive your statements electronically.
Riverdale Private Wealth
Our Team is an independently owned and operated company that has been frequently honoured with awards for our outstanding achievements in wealth building for our clients. We use the services of Aligned Capital Partners Inc, as a carrying broker and Dealer firm for our Investment and Portfolio Management services, including: Mutual funds, ETFs, Canadian and US equities, Bonds, GICs, and individual securities.
Aligned Capital Partners Inc (ACPI)
Aligned Capital Partners Inc (ACPI) is a fully integrated Canadian wealth management company, established in 2012, with over $15 Billion in investment assets under administration and over 200 advisors across the country. ACPI is majority owned by CI Financial, a TSX listed company, global wealth management and advisory services company, with over $400 billion of assets under management.
Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (CIPF.ca) and the Canadian Investment Regulatory Organization (CIRO.ca). All non-securities related business conducted by Riverdale Private Wealth is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, mortgage service, and/or tax return preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by Riverdale Private Wealth, and all such non-securities related business is the responsibility of Riverdale Private Wealth alone.
Financial Insights
Monetary Policy 101
Monetary Policy 101 Bank of Canada and Interest Rates
The Bank of Canada influences interest rates for consumers and businesses. The “overnight rate”, set by the Bank of Canada is the foundation rate that all other interest rates are based upon.
Life Insurance Explained
The technicalities of life insurance can make it difficult to understand. Many clients are overwhelmed, or unsure about which option is best in terms of cost, coverage and meeting their goals.
Tax Free Savings Accounts – The Basics
A Tax-Free Savings Account, more commonly known as a TFSA, is a savings that can hold cash as well as investments. The TFSA was introduced to Canadians in 2009.