Up Financial is a Financial Planning firm that specializes in providing sophisticated tax, estate and insurance planning advice and comprehensive financial planning. Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and successful families across Canada. We are a team of Certi
fied Financial Planners® who strive to provide unparalleled service, care and professionalism to our clients and their families. With an in depth understanding of the unique challenges and opportunities clients face, we work with you to develop effective, tailored strategies designed to help you pursue your short and long term goals. Today, Up Financial is 100% employee owned and ensures that our client’s best interest are always put first. We are committed to excellence and are grateful for the opportunity to help our clients and their families. Investment management is provided by Up Investment Management of Aligned Capital Partners. Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI or Up Investment Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Up Investment Management and covered by the CIPF. Tax, Estate, Insurance and Financial Planning services are provided through Up Financial. Up Financial is an independent company separate and distinct from ACPI/Up Investment Management Inc.
