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Simon McInnis

Investment Advisor, Aligned Capital Partners

Simon McInnis is an Investment Advisor at Aligned Capital Partners Inc., a financial services firm based in Canada.12 He specializes in advising Canadian business families, with a focus on developing innovative financial strategies to enhance and preserve wealth through insurance-based solutions.2

Professional Background

Simon brings a diverse background to his role as a Wealth Advisor:

  • He has experience in both engineering and business.
  • His current position involves investment and estate planning for clients.4

Expertise and Focus

Simon's professional focus includes:

  • Providing advice to Canadian business families2
  • Developing innovative financial strategies
  • Utilizing insurance-based solutions for wealth enhancement and preservation2

Location and Contact

Simon McInnis is based in Waterloo, Ontario, Canada.1 His professional contact information includes:

  • Phone: 416-831-0744
  • Email: smcinnis@alignedcp.com1

Social Media Presence

Simon maintains a professional presence on LinkedIn, where he occasionally shares insights about market trends and financial indicators. For example, in August 2022, he posted about the S&P 500's recovery and its potential implications for future returns.3

Simon McInnis appears to be a knowledgeable professional in the financial services industry, combining his technical background with expertise in wealth management and investment strategies for high-net-worth clients and business families.

Highlights

Apr 25 · linkedin

Over 5 years or more, it is an extremely low number of stock pickers and active managers that can outpace benchmarks. And those managers who do, it is most likely that they won't return our phone call let alone accept our funds.

Apr 10 · linkedin

The VIX, a widely referenced measure of US stock market volatility, closed at a little over 19 on March 29. This magnitude falls short of the conventional threshold—around 30—for elevated volatility expectations, and far below levels reached during the GFC or the COVID-fueled market downturn in 2020.

Related Questions

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Simon McInnis
Simon McInnis, photo 1
Simon McInnis, photo 2
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Location

Canada