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Lemieux Wealth Management
Home
Wealth
Pension Plan
Insurance
Articles
About
Home
Wealth
Pension Plan
Insurance
Articles
About
Contact Me
Why Analysis of Your Needs and an Understanding of Your Future Wealth is Important
Needs Analysis Colleen Lemieux 2023-07-17 Needs Analysis Colleen Lemieux 2023-07-17

Why Analysis of Your Needs and an Understanding of Your Future Wealth is Important

The analysis of your needs and an understanding of your future wealth are vital components of financial planning. It allows you to assess your current situation, set meaningful goals, project your future wealth, and implement appropriate strategies to achieve your objectives.

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Colleen Lemieux is registered to provide investment advice and products to clients residing in the provinces of Ontario. Investment products, including securities, mutual funds and bonds are provided by Aligned Capital Partners Inc.

Lemieux Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (ww.cipf.ca). 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. Only investment-related products and services are offered through ACPI/Lemieux Wealth Management and are covered by the CIPF.

Insurance services are provided by Colleen Lemieux through an independent company separate and distinct from ACPI.

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