Aligned Capital Partners Inc.
Leo Shekhter, CFA, CAIA, currently serves as a Portfolio Manager and Investment Advisor at Aligned Capital Partners Inc. since January 2018, specializing in providing comprehensive financial guidance and wealth planning tailored to individual client goals. Previously, Leo held positions as Portfolio Manager and Investment Advisor at Gravitas Securities Inc. and as Investment Advisor at Global Maxfin Capital Inc. Earlier experience includes roles at RBC Dominion Securities, where responsibilities extended to high net worth client portfolio management and leading a multi-billion dollar discretionary investment program. Leo's career also encompasses positions as Investment Counsellor at RBC Private Counsel (USA) Inc., Associate Portfolio Manager at Rogerscasey Canada Inc., and various roles in investment consulting and accounting. Educational qualifications include a B.Comm from the University of Toronto - Rotman School of Management, along with CFA and CAIA designations.
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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.