Core Investment Philosophy

We follow an investment approach that has built wealth for investors for more than 20 years.

We work with clients to make sure they understand how these two principles are the building blocks that they need to understand in terms of McCosh Private Wealth managing their money.

We use a two prong approach to building financial plans for clients to benefit them for long term wealth building.
1. Goals Based
2. Asset Allocation Based

We believe that to build long-term wealth we may periodically look different and sometimes even wrong in the short term. It is our job to identify opportunities and redirect with purpose; we ask for your cooperation to accomplish this.

Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). All non-securities related business conducted by McCosh 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 McCosh Private Wealth, and all such non-securities related business is the responsibility of McCosh Private Wealth alone.

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