Meet Patrick Carson, CIM®, RIS
Investment Advisor at Brightside Portfolios of Aligned Capital Partners
Founder at Brightside Wealth
Patrick Carson is dedicated to coaching you through your financial decisions and finding
creative solutions to any roadblocks, giving you confidence in decisions that affect you both
today and in the future. He has over 15 years of experience in the world of finance. Through
this experience, he has seen the impact a dedicated partner can have on a client.
Who We Help
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We help you to see the Brightside.
Responsible Investment Advice
Holders of the Responsible Investment Specialist (RIS) designation are recognized as experts in responsible investing and can provide clear guidance on how to align your investments with your goals and values. Finding an investment professional with this certification is important for clients who care about sustainability and social responsibility within their investment decisions. An RIS certified professional will help you achieve this while still prioritizing your personal returns and growth.
Experienced in Caring
We have helped our clients plan for tomorrow while living a fulfilling life in the present, encouraging generosity, and fostering community. You define your goals, and we help you find the way there.
FAQ
FREQUENTLY ASKED QUESTIONS
Knowledge Bank
Our FAQ section offers quick and helpful answers to some of the most common questions we receive.
Browse through our blog to learn more about our services, our team, and our approach to financial planning.
Featured Articles
5 Essential Financial Planning Steps for a Secure Future in the Waterloo Region
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