Aligned Capital Partners Inc.
Brad Brain is an experienced financial professional, currently serving as President of Brad Brain Financial Planning Inc. since July 2001 and as a Portfolio Manager at Aligned Capital Partners Inc. since January 2016. In addition to these roles, Brad Brain holds various positions within the Million Dollar Round Table (MDRT), including Assistant Director for Program General Arrangements and a member of the Digital Adoption Task Force. Brad Brain has also contributed to organizations like the CALU as Committee Chair of the Wealth Creation and Management Issue Group and as a Board Member for the Canadian MDRT Foundation. With a BA in Economics from the University of Victoria, Brad Brain combines extensive industry knowledge with a commitment to community engagement and professional development in financial planning.
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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.