16 Lamport Court, Whitby, ON L1M 0B1View on Map »

Core Investment Philosophy

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

  1. 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


  2. 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. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and Investment Industry Regulatory Organization of Canada ("IIROC"). Investment services are provided through McCosh Private Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/McCosh Private Wealth Management and covered by the CIPF. Non-securities related services are provided through McCosh Financial Consultants. McCosh Financial Consultants is an independent company separate and distinct from ACPI/McCosh Private Wealth Management.


IIROC
Know Your Advisor
CIFP
© Copyright 2024 AdvisorNet. All rights Reserved.