Aligned Capital Partners Inc.
Areeb Mehdi is a seasoned finance professional currently serving as the Business Integrity Manager for Core Supervision at Aligned Capital Partners Inc. since July 2020. Prior to this role, Areeb gained extensive experience at TD from June 2014 to July 2020, where positions included Financial Planner, Investment Consultant in Asset Management, and Credit Advisor for Borrowing. Areeb's earlier experience includes serving as a Project Coordinator at Nasiruddin Engineering Limited from May 2012 to June 2013 and as a Sales and Service Associate at Holt Renfrew from February 2011 to May 2012. Areeb holds a specialized honors Bachelor's degree in Financial and Business Economics from York University, along with credentials from Wall St. Training and Advisory and the Canadian Securities Institute, including the Chartered Investment Manager (CIM®) designation.
Aligned Capital Partners Inc.
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.