Aligned Capital Partners Inc.
Jeffrey Morrad is an experienced professional currently serving as an Investment Operations Associate at Aligned Capital Partners Inc. since October 2020, where responsibilities include processing account applications, managing financial transactions, and supporting internal controls. Prior to this role, Jeffrey worked as a Marketing & Production Coordinator at R4 Branding Co. from November 2018 to March 2020, focusing on supplier purchase orders and proposal creation. Jeffrey's earlier experience includes a long tenure at Metro Inc. as a Grocery Clerk from October 2010 to January 2019, where duties involved store procedures and customer service. Educational background includes a diploma in Business from Sheridan College and studies at Brock University.
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.