Aligned Capital Partners Inc.
Jack Moylan is an experienced finance professional with a strong background in client relations and account management. Currently serving as a Relationship Manager, Transition Specialist, and Transition Associate at Aligned Capital Partners Inc. since March 2020, Jack's responsibilities include managing client relationships and facilitating transitions. Previously, Jack worked at Edward Jones from May 2016 to March 2020 as a Branch Office Administrator, where interactions with clients involved handling inquiries about personal and corporate accounts, executing trades, and monitoring account activities. Jack holds a Bachelor of Commerce in Management Economics and Finance from the University of Guelph and has completed several courses through the Canadian Securities Institute, including the Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials.
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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.