Colin Brock

Portfolio Manager at Aligned Capital Partners Inc.

Colin Brock is a seasoned financial professional with extensive experience in wealth management, currently serving as a Portfolio Manager, Wealth Advisor, and Financial Planner at Aligned Capital Partners Inc. since May 2016. Previously, Colin held the role of Wealth Advisor at Scotia McLeod from August 2009 to April 2016, where collaboration with Jeff Fitchett led to the establishment of the Fitchett & Brock Wealth Management Group, focusing on personalized financial planning. Additional experience includes a tenure as a Board Member at Burlington Green from 2010 to 2014, and financial planning roles at TD Waterhouse from 2001 to 2009. Colin holds a Bachelor of Science degree in Natural Resource Management from the University of Guelph, completed in 1997.

Location

Burlington, Canada

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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.


Headquarters

Burlington, Canada

Employees

51-200

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