Aligned Capital Partners Inc.
Morgan Adams is a seasoned Certified Financial Planner with extensive experience in the financial services industry. Currently, Morgan serves at Aligned Capital Partners Inc. since September 2019 and has been with Tier One Planning since June 2007, where a focus on client education and collaboration with financial teams is paramount. Previously, Morgan held the role of Private Equity Specialist at Pinnacle Wealth Brokers EMD from April 2012 to June 2019, where responsibilities included diversifying client investments to reduce volatility and achieve financial goals. Morgan began the career at TD as a Customer Service Representative from June 2003 to April 2006. Morgan holds an Honours Bachelor of Commerce degree, with a major in Finance, from McMaster University, completed in 2006, and attended Hillfield Strathallan College.
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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.