Aligned Capital Partners Inc.
Craig Schleyer started their work experience at RJ Beatty Financial in 1992 as an Investment Advisor. Craig then joined Watt Carmichael Inc. in 1994 and held various roles including Investment Advisor/Trading, Operations, IT and Compliance, and COO until 2012. In 2008, they became Vice President and Chief Compliance Officer (CCO) at Watt Carmichael Inc. In the same year, they also took on the responsibility of developing and managing a newly registered Portfolio Management firm. From 2015 to 2016, Craig worked as the Chief Operating Officer (COO) and CCO at Burgeonvest Bick Securities Limited (BBSL)/iA Securities. Craig is currently the Chief Administrative Officer at Aligned Capital Partners Inc., a role they started in November 2016.
Craig Schleyer attended the University of Guelph, where they pursued an HBSc degree. The specific field of study during their time at the university is not mentioned. However, no information regarding the start and end years of their education at this institution is provided.
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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.