Disclaimer
Meagan S. Balaneski is registered to provide investment advice and products to clients residing in the provinces of Alberta, British Columbia, and Saskatchewan. Investment products, including securities, mutual funds, and bonds are provided by Aligned Capital Partners Inc.
Meagan S. Balaneski 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.
Meagan S. Balaneski is an Investment Advisor and is also licensed for the sale of insurance products. Meagan S. Balaneski is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Cup of T Financial Planning and Meagan S. Balaneski of Aligned Capital Partners Inc. (ACPI) are separate legal entities.
Meagan S. Balaneski is an investment 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). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Meagan S. Balaneski is registered to provide investment advice and solutions to clients residing in the provinces of Alberta, British Columbia, and Saskatchewan.
Any advice which may be given in respect of non-securities services is given by Meagan S. Balaneski solely and no such advice is given in their capacity as a registrant of ACPI. Canadian Investor Protection Fund (www.cipf.ca) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Meagan S. Balaneski and Cup of T Financial Planning.
This website is for information and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please contact Meagan S. Balaneski regarding your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.
By accessing links to external websites, you will be leaving this website, and Cup of T Financial Planning and Meagan S. Balaneski of Aligned Capital Partners Inc. (ACPI) are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Meagan S. Balaneski.
To view the Aligned Capital Partners Inc. Privacy Statement:
www.alignedcapitalpartners.com
To view the Aligned Capital Partners Inc. Complaint Handling Procedures:
www.alignedcapitalpartners.com
As an organization that collects, uses and discloses personal information, Meagan S. Balaneski is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that Meagan S. Balaneski provide you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Meagan S. Balaneski personal information will be collected in order to administer your accounts. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. With your consent, at times, Meagan S. Balaneski may be required to provide this information to outside organizations such as insurance companies, mutual fund companies in which you invest, self-regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations, like Meagan S. Balaneski are bound and must comply with the same federal/provincial privacy act(s). Meagan S. Balaneski does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Meagan S. Balaneski will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Meagan S. Balaneski we will consider that you have consented to our collecting, using and disclosing your personal information.
If you wish to review or make changes to your personal information you may do so by contacting Meagan S. Balaneski directly.
Meagan Balaneski is registered to transact in securities in the provinces of
Alberta, British Columbia and Saskatchewan through Aligned Capital Partners Inc.
4902-50 Avenue, Vermilion, AB T9X 1A4
Call/Text: 1-780-853-2949
Fax: 1-888-810-5717
E-mail: mbalaneski@alignedcp.com
ACPI is a Member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca)
and 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.
© 2024 Cup of T Financial Planning. All Rights Reserved.