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Sunita Dubey

Director, Aligned ONE IFM at Aligned Capital Partners Inc.

Sunita Dubey, CSC®, CPH®, has extensive experience in investment funds management and business operations within the finance sector. Currently serving as Director of Aligned ONE IFM at Aligned Capital Partners Inc. since June 2019, Sunita has previously held senior roles including Senior Manager and Manager of Business Integrity. Prior experience includes an Assistant Vice President position at SS&C Technologies following an acquisition from Citi, where Sunita managed major revenue-generating clients with assets exceeding $56 billion USD. Sunita's earlier roles at Citi involved leading teams in investor relations and fund administration, achieving operational excellence and strict adherence to service level agreements. Sunita holds a Bachelor of Commerce in Accounting and Finance from the University of Mumbai and completed Risk Management courses at the University of Toronto.

Location

Mississauga, Canada

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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.


Headquarters

Burlington, Canada

Employees

51-200

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