MY STORYSince 2005, Colleen Lemieux has taken a curious, narrative-driven lens to showcase and educate her clients through her approach to finances, wealth and investments.
Having earned professional designations as a Chartered Life Underwriter (CLU) and registered retirement consultant (RRC), Colleen specializes in wealth accumulation, estate preservation and personal pension plans for corporations and Business professionals.
Colleen is a trusted advisor for over a decade, during which time she has helped clients through thorny financial management issues and guided them toward a more secure financial future.
“My goal goes beyond merely increasing your bank balance. We give people the tools they need to improve their lives by making wise choices for themselves. We show others the way, using our own resources to build the life we’ve always imagined and pursue our wildest ambitions.”
Colleen acts as a source of guidance to help her clients feel more informed to make better decisions.
Colleen has positioned herself as a beacon in the world of finance, economy and investing, often confusing many people.
Aligned Capital Partners Inc. was established in 1987 in Peterborough, Ontario, but after the purchase in the spring of 2012, the company's headquarters relocated to Burlington. As a result of these changes, the company was redesigned to become a place where the top independent financial advisors in Canada would feel at home. For the benefit of the free-thinking, client-centric, professional adviser, our company was founded on a foundation of unrivalled industry experience, creativity, and "out of the box" style solutions.
These principles form the basis of the governing philosophy at ACPI:
We've progressed by actively listening to and responding to the advice of our advisors.
To maintain a low-priced yet highly responsive business platform, we will continually invest in technology and procedures to extract efficiencies.
To build trust, respect, and professionalism, we treat all of our stakeholders fairly and equally.
