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

Description

People (42)

Shamama Sidat

Angelo Esposto

Cim Marta Nasiadka

Paula Phelps

Liam Queh

Anthony Gennaccaro

Cim Anthony Sordo

Brittany Stella

Cassandra Blanchard

Colin Brock

Darren Faint

James D. Simon Cfa, Cfp, Fma, Fcsi

John Cruise

Bill McElroy Ba Cfp, Cim, Fcsi

Terry Tang

Yan Hu

Saarim Agha

Keyur Joshi McOm

Areeb Mehdi

Alexandra MacMurchy

Amanda Concessao

Ific Nabil Abdelmalek Csc, Mba

Elizabeth Stone

Andrew Falconi

Denisse Silva

Jeffrey Morrad

Jose Molina

Mohammad Rafeh Naseem

Umer Khan

Morgan Adams

Kar-Wei Lam

Allan Proos

Zachary Milne

Michael Hallas

Mark C. Hebert

Jory Birbrager

Leo Shekhter

David van Veen

Marc Berger

Tony Mansfield

David Igelman

Sunita Dubey

Jobs