Search
Close this search box.
Demetrius Kyrtatas

Julie is a very conscientious and knowledgeable financial planner who always puts her clients’ interest first. Unlike other financial people I have dealt with, Julie obtains a good understanding of products, and matches their long term potential with the client’s financial goals. 

For this reason, I have no problem recommending her services to friends who are in need of professional financial advice from one with high ethical standards.

Wealth Maximization Group Services

Financial Planning

Financial success always starts with a plan.

Retirement Planning

A dream retirement starts by planning now.

Estate Planning

Concerned about your legacy? We can help.

Tax Planning

Maximize your cashflow by minimizing your taxes.

Portfolio Analysis

Proper asset allocation is key.

Insurance Analysis

Not sure you have the right coverage? Ask us.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Wealth Max Financial, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Wealth Max Financial and covered by the CIPF. Financial planning and insurance services are provided through Wealth Maximization Group. Wealth Maximization Group is an independent company separate and distinct from ACPI/Wealth Max Financial.

CIRO
Dealer
CIPF

Contact Us

Find Us Online

Linkedin Facebook Youtube

Free Consultation

© Copyright AdvisorNet. All rights Reserved.