Team
We work with a limited number of families so each one gets real attention, and so we can know your situation well enough to spot what others miss.
Managing Partner, Northline Private Wealth
Investment Advisor, Aligned Capital Partners Inc.
digelman@alignedcp.com · (416) 613-1619
David works with high-net-worth families, business owners and incorporated professionals. His practice brings portfolio management, corporate and tax planning, insurance and family office coordination together in one plan, built alongside each family's accountant and lawyer.
[DESIGNATIONS, EXPERIENCE AND COMMUNITY INVOLVEMENT]
Partner, Northline Private Wealth
Associate Investment Advisor, Aligned Capital Partners Inc.
Adam advises clients on investments, insurance and financial planning, working alongside David to build each family's plan and put it into action.
Client Administrator, Northline Private Wealth
Jesse looks after the administrative side of every client relationship, from account openings and transfers to forms and paperwork, so your requests are handled quickly and accurately.
You'll always know what you own, what it costs and why it's there.
We work with the accountants and lawyers you already trust, and can introduce you to ours.
We plan for the next generation from the start, so the relationship outlasts any single meeting.
Investment services are provided through Aligned Capital Partners Inc., a full-service investment dealer regulated by the Canadian Investment Regulatory Organization and a member of the Canadian Investor Protection Fund. Your investment accounts are held in custody at the dealer level, not by our practice.