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Herr Investments

Growing your wealth with purpose

Through our partnership with Aligned Capital Partners Inc., we offer comprehensive investment solutions that integrate seamlessly with your overall financial plan. This relationship allows us to provide access to a wide range of investment opportunities while maintaining our focus on your long-term objectives.

Strategic investment planning

Our investment approach is designed to help you build and preserve wealth over time.

By creating a tailored investment strategy, we can help you:

  • Work toward your specific financial goals
  • Create potential for growth beyond traditional savings
  • Generate opportunities for tax-efficient returns
  • Build and protect your retirement savings
  • Navigate market changes with confidence

Key components of effective investment planning

Growth strategies

We develop investment approaches with appropriate growth potential based on your timeline and comfort with market fluctuations. This allows you to build wealth more effectively over time and maintain purchasing power through changing economic conditions.

Accessibility

We understand that life changes, and your financial needs will evolve. Our investment strategies consider both your long-term objectives and potential shorter-term needs, providing appropriate liquidity when required.

Income generation

Different investment approaches can provide various forms of income:

  • Regular interest and dividend income
  • Strategic withdrawals for retirement income
  • Tax-efficient cash flow planning

Diversification

By spreading investments across different asset types, sectors, and geographic regions, we help create balance in your portfolio. This comprehensive approach means that when certain investments face challenges, others may help offset potential fluctuations.

Our approach through Aligned Capital Partners Inc.

As licensed professionals through Aligned Capital Partners Inc., we can:

  • Create globally diversified investment portfolios
  • Access a broad range of investment solutions
  • Manage your investments efficiently through nominee accounts
  • Minimize unnecessary transactions
  • Integrate your investment strategy with your broader financial plan

Retirement focus

Investments form the foundation of retirement planning. Through registered accounts and other retirement vehicles, we create structured investment approaches to help build the resources needed for your future income requirements.

Professional oversight

Our investment services are provided through Aligned Capital Partners Inc., a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). This relationship ensures:

  • Regulatory oversight and compliance
  • Professional investment management
  • Transparent reporting
  • Ongoing portfolio monitoring
  • Regular investment reviews

Aligned Capital Partners Inc. (ACPI) Canadian Investor Protection Fund (CIPF) Member Canadian Investment Regulatory Organization (CIRO)


Ryan Herr is registered to provide investment advice and solutions to clients residing in the provinces of Ontario. Securities products are provided through Aligned Capital Partners Inc.

Herr Investments is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investment Regulatory Organization (CIRO.ca) and the Canadian Investor Protection Fund (CIFP.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.

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Aligned Capital Partners Website

Herr Wealth Advisory and Herr Investments of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-investment related business conducted by your Advisor as a representative of Herr Wealth Advisory is not in capacity as an agent of ACPI.

Herr Investments is an investments trade name of Aligned Capital Partners Inc. (ACPI), a member of the Canadian Investor Protection Fund (CIPF.ca) and the Canadian Investment Regulatory Organization (CIRO.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Ryan Herr is registered to advise clients resident in the provinces of Ontario.

Any advice which may be given in respect of non-investment services is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of CIRO and does not cover insurance products and segregated products not held by a Member.

Non-investment 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-investment services provided by Ryan or Sean Herr.

This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on 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. The owner and publisher of this website are not liable for any inaccuracies in the information provided.

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) Herr Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI (or) ACPI/ Herr Investments and covered by the CIPF. Insurance services are provided by Herr Wealth Advisory through an independent company, separate and distinct from ACPI.

Let's map out your future together

Ready to explore how investments can enhance your financial plan? Let's discuss investment strategies that align with your goals.