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Debbie Mendelson

Portfolio Manager & Wealth AdvisorAligned Capital Partners IncToronto, Ontario

A full-service investment management and wealth advisory practice based in Toronto. With over 40 years combined experience, we are dedicated to providing objective, comprehensive and unbiased investment advice.
Trust, Honesty and Ethics above all else. Our in-depth understanding of our clients is what gives us the ability to provide expert financial advice while staying true to our core values.
We take pride in our longstanding relationships with our clients, the trust they place in us and the goals we’ve helped them achieve.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Divorce & Separation Planning Estate Planning Family Business Planning Insurance Planning Investment Planning Planning for those with Disabilities Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Insurance Advisor Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English French Russian

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta Ontario Quebec Saskatchewan

Certification/Additional Courses ?

CFP® CIM®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Security Stock
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