Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.

At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.

Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.

As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.


Investment Management

Aligned Capital Partners Inc.

Aligned Capital Partners Inc.'s headquarters in Burlington, Canada

Christopher Enright

Mason Tang

Craig Schleyer

The Portfolio Management Team at Aligned Capital Partners Inc. is responsible for developing and managing a diverse range of investment portfolios tailored to meet the unique needs of each client. They conduct in-depth market research, analyze financial trends, and establish investment strategies that align with the firm's commitment to independent advice and client-first values. By offering expertise in various asset classes and risk management practices, they ensure clients' financial goals are met through customized, innovative solutions.

Portfolio Management Team

The Investment Operations Team at Aligned Capital Partners Inc. is responsible for ensuring the seamless processing and administration of all investment transactions. This includes coordinating trades, managing account reconciliations, ensuring compliance with regulatory requirements, and providing support for financial advisors to deliver tailored financial solutions to clients. The team works diligently to maintain the integrity and accuracy of client portfolios, supporting the broader mission of putting clients' interests first.

Investment Operations Team

The Financial Services Team at Aligned Capital Partners Inc. collaborates to deliver customized financial solutions and exceptional client services. This team, comprising Investment Advisors, Relationship Managers, Client Services Associates, and Wealth Managers, focuses on providing independent investment advice and comprehensive wealth management planning. They ensure client interests are prioritized through bespoke financial strategies, maintaining an unconflicted dealer platform without sales targets or proprietary product obligations. This collective effort supports the entrepreneurial spirit of Advisors while fostering trust and long-term client relationships.

Financial Services Team

The Business Integrity Team at Aligned Capital Partners Inc. ensures that all operations and practices adhere to regulatory standards and ethical guidelines. They supervise retail accounts, oversee anti-money laundering (AML) efforts, and conduct regular audits to maintain compliance. The team works to uphold the firm’s commitment to placing clients' interests first, fostering a trustworthy and transparent environment for both Advisors and their clients. Their mission is to support the firm's integrity by enforcing compliance, ethical practices, and industry-leading standards.

Business Integrity Team

The Finance Team at Aligned Capital Partners Inc. plays a pivotal role in managing the company's financial health and ensuring regulatory compliance. This team is responsible for financial planning, analysis, and reporting, facilitating budget management, and overseeing financial controls. They support strategic decision-making by providing insights through financial data and ensure the firm adheres to financial regulations and industry standards.

Finance Team

The Leadership Team at Aligned Capital Partners Inc. is responsible for steering the strategic direction of the firm, ensuring the alignment of operations with company values, and fostering an innovative, client-centric wealth management environment. This team oversees financial management, compliance, business integrity, and administrative functions to support Advisors in delivering customized financial solutions and maintaining the highest standards of client care.

Aligned Capital Partners Inc.

Org chart

Teams

Portfolio Management Team

Investment Operations Team

Financial Services Team

Business Integrity Team

Finance Team

Leadership Team

Offices

Aligned Capital Partners Inc.

Org chart

Teams

Portfolio Management Team

Investment Operations Team

Financial Services Team

Business Integrity Team

Finance Team

Leadership Team

Offices

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