Aligned Capital Partners Inc.
Umer Khan is an experienced professional currently serving as an Investment Operations Associate and previously as an Investment Operations Administrator at Aligned Capital Partners Inc. since November 2023. Umer has also worked as a Teaching Assistant for Environmental Economics at Western University from September to December 2023. Prior experience includes a Business Analyst Intern position at Cisco from May to September 2021, an Entrepreneurial & Financial Strategy Intern role at Human Connection Economy 4.0 International Federation from December 2020 to April 2021, and a Sales Associate role at Versace from April to September 2019. In addition, Umer completed a Cisco Externship in June 2018. Umer holds a Bachelor of Science degree in Financial Economics and Biology, with a focus on Finance from Western University, and completed A-Levels at Multinational School from 2010 to 2018.
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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.