Blake Hunter B.Comm, Cfp, Cim, Tep Email & Phone Number

As business owners ourselves, we understand some of the unique challenges and opportunities available to incorporated business owners and entrepreneurs. We provide concierge level service - proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with each client and their tax, legal and other professional advisors. We ensure that our clients' financial plan, investment policy, and asset and liability strategies remain aligned with their evolving goals.We partner with successful business owners who are considering retirement and their legacy, including a strong emphasis on, but not limited to:- Business Owners- Executives- Lawyers- FamiliesWe believe in bringing a unique perspective to the financial industry. Our commitment involves understanding the intricacies of our clients' decision-making processes. A thorough onboarding process ensures personalized financial strategies, and our collaborative approach . We have access to a network of experts to overcome any challenge. Beyond being a one-stop shop for financial services, we identify and address issues and concerns effectively. Our direct and personable approach ensures a relationship built on trust and transparency.There’s no such thing as a one-size-fits-all approach to wealth management, so we begin by understanding what really matters to you. Through our discovery experience, we develop a deep understanding of our clients - not just as investors, but as individuals. We analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets. We constantly monitor and adjust each client's portfolio. We gauge performance on what’s most important to our clients, not a market index.If you would like to learn more, please reach out directly here on LinkedIn, or email at blake@hunterwealth.ca “Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”).  Investment services are provided through Hunter Wealth Securities, an approved trade name of ACPI.  Only investment-related products and services are offered through ACPI and covered by the CIPF. Insurance, Estate and Financial Planning services are provided through Hunter Wealth Financial. Hunter Wealth Financial is an independent company separate and distinct from ACPI.”

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  Mcmaster University

  Commerce