Securities
At SJB Wealth Securities, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a client-focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our client's investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your investment goals of preserving principal, maximizing income or accumulating capital.
Helping You Navigate Your Finances
We have an obligation to ensure the appropriate products are chosen based on the clients’ best interests. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets and a disciplined investment philosophy combined with rigorous risk management.
Scott Bokenfohr is registered to provide securities to clients residing in the provinces of Alberta, Manitoba and British Columbia.
Aligned Capital Partners Inc.
SJB Securities is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investment Regulatory Organization (https://www.ciro.ca/) and the Canadian Investor Protection Fund (www.cipf.ca). Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
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Disclaimer
Scott Bokenfohr is registered to provide investment advice and products to clients residing in the provinces of Alberta, Manitoba and BC. Investment products, including securities, mutual funds and bonds are provided by Aligned Capital Partners Inc.
If applicable: SJB Securities is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Canadian Investment Regulatory Organization (https://www.ciro.ca/) and a Member of the Canadian Investor Protection Fund (ww.cipf.ca). Clients accounts are protected by the Canadian Investor Protection Fund, within specified limits. A brochure describing the nature and limits. of coverage is available upon request.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through SJB Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/SJB Securities and covered by the CIPF. Financial planning and insurance services are provided through SJB Wealth Management. SJB Wealth Management is an independent company separate and distinct from ACPI/SJB Securities.
