Built to fund
your life.
Once you know what you want, the next question is whether your investments will actually get you there.
Your money is safe.
Atlantis Financial is the trade name through which Allan Norman provides financial planning. Investment services are offered separately through Aligned Capital Partners Inc. , a member of the Canadian Investment Regulatory Organization (CIRO). Your investments are held in custody by CI Investment Services under your name, separately from our firm, and covered by the Canadian Investor Protection Fund (CIPF) up to applicable limits. Our first obligation is to you.
CIRO Member
Aligned Capital Partners is regulated by CIRO, the national body that oversees investment dealers and their advisors across Canada.
CI Investment Services
Your investments are held in custody by CI Investment Services, separately from our firm. If anything happened to Atlantis Financial, your investments would be unaffected.
CIPF Coverage
Your accounts are covered by the Canadian Investor Protection Fund, which protects eligible client assets in the event a member firm becomes insolvent.
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. Only investment-related products and services are offered through ACPI and covered by the CIPF.
Your portfolio exists to fund something specific.
The life you want to live. The experiences you want to have. What you want to pass on to the people and causes you care about. When your investments are built with those goals clearly in mind, everything becomes more intentional, how much risk you actually need to take, which accounts to draw from first, how to keep more of what you've earned, and how to make sure what you've built lands where you want it to.
We follow the evidence.
Low cost, broadly diversified, built around your situation and your goals. Decades of academic research on investing has shown that costs matter enormously over time and that a disciplined, evidence-based approach outperforms active management over the long run. We follow that evidence.
We work with the investments that fit your situation:
Learn from a founder of evidence-based investing.
Their educational series breaks down the research behind a disciplined, long-term approach, in plain language. The principles every investor should know, explained clearly.
Explore the Foundations of InvestingThe best place to start with investments is the history.
The Index Matrix shows you the actual historical performance of stocks and bonds. The good years and the bad. Returns before and after inflation. The probability of positive returns over time. It makes a compelling case for why a long-term approach works, in data, not words.
Visit theindexmatrix.comReady to see if your investments are built for your life?
Start a conversation. No obligation, no pressure.