Aligned Capital Partners Inc.
Simon McInnis is an experienced insurance advisor currently working at PLATFORM since January 2024. Prior to this role, Simon served as an insurance advisor focusing on intergenerational estate planning at McInnis Insurance from February 2020 to January 2024. Simon's career began in wealth advisory at National Bank Financial - McInnis Wealth Management from February 2017 to February 2020, where effective strategies were developed to meet diverse client needs. Additional consulting experience includes positions at DNAstack and Blitzen, both focused on enhancing data management and user engagement, along with a consulting role at Venture North. Simon's earlier experience as an account manager at Veba Inc. involved building relationships and sales strategies in the sports industry. Simon holds a Master of Business, Entrepreneurship, and Technology from the University of Waterloo and a Bachelor of Business Administration in Sport Management Honours from Brock University, complemented by studies at Bowling Green State University.
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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.