Invest - ACPI
Planning for Life’s Priorities
For any project, you need tools. You need the right one for the job, and you need to be aware of the risks. Investments are the tools that we use for financial planning. Rothdale Pacific Securities of Aligned Capital Partners offers investment solutions including: Stocks, Bonds, Exchange Traded Funds (ETF’s), Mutual Funds & Guaranteed Investment Certificates (GIC’s).
Sarah Cassidy is registered to provide investment advice and solutions to clients residing in the provinces of British Columbia, Ontario & Nova Scotia. Securities products are provided through Aligned Capital Partners Inc.
Want to learn more about our investment products? Let us develop a personalized solution to help you reach your goals. Get in touch today.
Rothdale Pacific Securities of Aligned Capital Partners
Rothdale Pacific Securities is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a Member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
“Steve’s passion for investing makes for fun conversations. He always makes sure we’re aware of the risks involved and the objectives we are working towards. It’s all tied into a plan.”
-Allura & Allen, Halifax NS
“The very best in the business! Sarah Cassidy is an amazing wealth of knowledge when it comes to investments and mortgages. We have had the opportunity to work with Sarah on both levels and have been extremely happy with her professionalism, dedication and determination to get the best results.”
- Claire, Vernon BC
Disclaimer
Rothdale Pacific Wealth Management (RPWM) and Rothdale Pacific Securities of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-securities related business conducted by your Advisor as a representative of RPWM is not in his capacity as an agent of ACPI.
Rothdale Pacific Securities is an investments trade name of Aligned Capital Partners Inc. (ACPI), a member of the Canadian Investor Protection Fund (CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Sarah Cassidy is registered to advise clients resident in the provinces of British Columbia, Ontario & Nova Scotia.
Any advice which may be given in respect of non-securities services is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF).CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Sarah Cassidy.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. The owner and publisher of this website are not liable for any inaccuracies in the information provided.