Aligned Capital Partners Inc.
Terry Tang is an experienced finance professional currently serving as a Faculty Member at Toronto Business College since September 2023. Terry has held the role of Associate Portfolio Manager at both Pegasi Private Wealth of ACPI and Aligned Capital Partners Inc. since April 2018. Prior experience includes positions such as Assistant Agency Director at Manulife Hong Kong from December 2010 to January 2017, Assistant Manager at Zurich Financial Services from March 2008 to November 2010, and Financial Advisor at AC Wealth from March 2000 to December 2007. Terry Tang earned an MBA in Business Administration from The University of Iowa Tippie College of Business between September 2011 and December 2012 and attended the University of Toronto - New College from 1999 to 2002.
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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.