Aleph Retirement Planners services are limited to referring users to third party financial services professionals with a regulatory body in Canada that have elected to participate in our matching platform based on information gather from users through our online questionnaires. Aleph Retirement Planners receives compensations from the participating financial service professionals for our services. Aleph Retirement Planners does not review the ongoing performance of any professional, participate in the management of any user's account by a professional or provide advice regarding specific investments.
Aleph Retirement Planners does not manage client funds or hold custody of assets, we help users connect with relevant financial service professionals.
This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with a financial services provider may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with a financial services professional will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
