Arvi M. is an experienced professional currently serving as an Estate Specialist at CI Financial since December 2023. Prior experience includes working as an Investment Operations Associate at Aligned Capital Partners Inc. from August 2021 to December 2023, where responsibilities included supporting advisors and leading the estate processing team. Arvi's career also features roles as an Administrative Assistant at Robbinex Inc., a Sales Assistant & Site Sales Administrator at Branthaven Homes, and an Administrative Assistant in Financial Services at Newport Sports Management Inc. Arvi's foundational experience includes customer service and operational support roles at CIBC and Rogers Communications. Education includes a Bachelor of Business Administration in Human Resources Management from Sheridan College and various Microsoft Certificates from Mohawk College.
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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.