Simon McInnis

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.