Aligned Capital Partners Inc.
Mason Tang has a diverse work experience in the financial industry. Mason started their career at IA Clarington as a Client Services Representative in January 2011 and worked there until September 2012. Mason then joined Aligned Capital Partners Inc., where they held various roles, including Advisor Transition Manager from September 2012 to September 2016, Vice President of Business Development from September 2016 to August 2021, Chief Revenue Officer from July 2021 to August 2022, and currently serves as the Chief Operating Officer, starting in August 2022.
Mason Tang obtained a Bachelor of Arts (B.A.) degree in English Language and Literature/Letters from Queen's University. In terms of additional certifications, they completed the Canadian Securities Course in August 2012, the Partners, Directors, and Senior Officers Course (PDO) in July 2018 from the Canadian Securities Institute (CSI), and the Wealth Management Essentials course in July 2021 from the same institution. Mason also obtained a Conducts and Practiced Handbook certification from the Canadian Securities Institute in November 2021. Furthermore, they completed the Life License Qualification Program from the Financial Services Commission of Ontario (FSCO) in December 2008.
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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.