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.


Investment Management

Aligned Capital Partners Inc.

Christopher Enright

Mason Tang

Craig Schleyer

Charles Symons

Paula Phelps

Cim Marta Nasiadka

Taylor Jenkin

Shamir Rizvi

The Investment Operations Team at Aligned Capital Partners Inc. is responsible for ensuring the seamless processing and administration of all investment transactions. This includes coordinating trades, managing account reconciliations, ensuring compliance with regulatory requirements, and providing support for financial advisors to deliver tailored financial solutions to clients. The team works diligently to maintain the integrity and accuracy of client portfolios, supporting the broader mission of putting clients' interests first.

Investment Operations Team

Portfolio Management Team

Financial Services Team

Investment Operations Team

About

Team members

Other teams at Aligned Capital Partners Inc.

Portfolio Management Team

Financial Services Team