Let us help you plot a path!
Choose to work with Steve Thorpe, CFP®, CIM® and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
Independent
We are not exclusive to any bank or fund so we come with no-strings-attached.
Involved
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
Knowledgeable
We are backed by a formidable investment management team at Aligned Capital Partners. We understand the markets and leverage the changes that make the most impact for you.
Strategic
We tailor plans to suit your stage-of-life, plans and milestones.
Consistent
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
Committed
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!