Aldersley Securities Inc, established in September 1995 by Jack Aldersley FCPA and his daughter Helen E. Aldersley CFP CIM FMA, is an independent investment advisory firm based in Hanover, Ontario. With a mission to provide sound, competent, and unbiased investment advice, the firm manages over $100 million of client assets as of April 2023, offering personalized portfolio construction tailored to each client's goals, circumstances, and risk tolerance.
Specializing in preserving and growing client wealth through diversified investment portfolios, Aldersley Securities focuses on medium to large Canadian, US, and international companies that pay stable dividends. The firm's non-discretionary private client accounts are managed in collaboration with clients' accountants and lawyers, ensuring accurate reporting and regular client meetings to reaffirm investment objectives and make necessary portfolio adjustments.
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