Unstable investment markets demand
strategies beyond conventional practice.
Harasymiw Investments of Aligned Capital Partners Inc. is a boutique investment services practice that rose out of a need for a better, more engaged way of investing peoples’ money. As an alternative to the big banks, robo-advisors and discount brokers, we use similar methods but for the benefit of you, the investor.
After spending almost 15 years working in the halls of the financial industrial complex, where I experienced and learned a lot, I decided it was time to build my own advice-based practice. I was done with the constant pressure of playing the banking game while ignoring the needs of our clients.
Creative thinking was shunned in favor of the Wall Street narrative. In my mind, this conventional wisdom is very dangerous, especially in today’s unstable markets. And so, I decided it was time to build my own practice.
Is my experience also backed with credibility? You bet. I’m licensed as a “Registered Representative” (fancy name for Investment Advisor) through the Investment Industry Regulatory Organization of Canada, also known as IIROC (pronounced I-ROCK), with almost ten years of mileage. Through continued learning and education, I have attained the Fellow of CSI (FCSI), the Chartered Investment Manager (CIM), the Certified Financial Planner (CFP) and the Certified Estate Advisor (CEA) designations while also holding licenses to deal with options through Harasymiw Investments of Aligned Capital Partners Inc. as well as being a Life and Accident & Sickness licensed agent through Pinnacle Financial.
As for my time at the Canadian banks, my experiences took me from the front lines of a branch teller wicket to private office desks advising clients with net worth ranging between below zero and tens of millions of dollars.
Is Harasymiw Investments of Aligned Capital Partners Inc. right for you? Let’s find out.
For many Canadian families, many important discussions and decisions are held and made at the kitchen table. It’s a place we talk about life. We laugh and we cry. We talk about our needs and wants. We talk about the past and the future. And rightly so, it’s a place where we should talk about money.
That’s how I kick things off, with a free, friendly, no obligation Kitchen Table Session. It’s a relaxed, confidential and productive first conversation about you and your money. By the end of our session, I leave you with plenty of answered questions and a few things to think about.
Did I mention it will cost you nothing? I’ll even bring the coffee.
You’ll be surprised at how little money you need to get started building something big. Yes, just like all other investment advisors out there, I too have some clients with a few million invested with me. But, unlike most investment advisors, I also have clients who started with $1,000, coming with a willingness to add to that amount every month to do their part in growing their portfolio size. They understood that by forfeiting a daily cup of Timmy’s coffee as a starting point, they too could soon be in a stronger financial position.
What’s the next step?
If you’ve been nodding along this entire way, it’s time to book a Kitchen Table Session. Fill in some initial details below and we’ll set a date.
Otherwise, if you’d like to stay in the know, please follow Harasymiw Investments of Aligned Capital Partners Inc. on LinkedIn.
LET'S GET STARTED
Introduce yourself as we get your free Kitchen Table Session booked.
Yes, we live in unprecedented times. But that should not stop us from meeting. Let's connect on Zoom or Skype or Google Hangout. Or we can meet in person too. Whatever you're most comfortable in doing.
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Adrian Harasymiw is registered to provide investment advice and products to clients residing in the province of Alberta. Investment products, including securities, mutual funds and bonds are provided by Aligned Capital Partners Inc.
Harasymiw Investments is a trade name of Aligned Capital Partners Inc (ACPI). ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (www.cipf.ca). Clients' accounts are protected by the Canadian Investor Protection Fund, within specified limits. A brochure describing the nature and limits of coverage is available upon request.
National Bank Independent Network (NBIN) is a division of National Bank Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF Inc. NFB Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). NBF Inc. is the Carrying Broker for the Investment Dealer with whom you opened your securities account. Your Investment Dealer is independent of NBIN and has retained NBIN to provide certain record keeping and operational services which may include execution and settlement of securities transactions, custody of securities and extension of credit on margin transactions. For more information: https://www.nbin.ca/repositories/publicsite/about.html