What our clients are saying

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"David and his team were recommended by a friend and colleague. We are very pleased with the process so far - very professional and client oriented. We look forward to our next meeting!"

P&F B - Guelph

“I’ve been with Aligned Capital Partners Inc. since they reached out in early 2019 to introduce themselves to me. They now manage my funds with honesty, care and professionalism. I’m very pleased I made the change.” 

DFW - Puslinch

"David has been looking after my finances for over 20 years. Delighted to work with him."

ER - Mount Forest

 "As second generation clients, our family has put our trust in David for many years. He always takes great interest and time when discussing our goals, needs and concerns through all of our life changes and market changes. We would and have, recommended David and his team to our friends and family." 

Greg and Sarah - Guelph

"Whether Corporate or Personal finances, Trust and Estate, David and his team have guided my family for more than a decade. Thank you for the many years of exceeding expectations." 

JM - Guelph

"David has always excelled at dealing with our complex situation. We trust his opinion and value his advice."

CF - Milton