Aligned Capital Partners Inc.

Financial Services - Burlington, ON, CA

Aligned Capital Partners Inc. Employees
Mason Tang

Vice President Of Business Development

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Mark Winson

Senior Investment Advisor, Portfolio Manager

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Nadia Fattal

Client Relationship Manager

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Michael Hallas

Portfolio Manager / Relationship Manager

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Kar-Wei Lam

Wealth Advisor and Portfolio Manager

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Sunil Chugh

Wealth Advisor - Progress Private Wealth

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Aligned Capital Partners Inc. Senior Management
Jason Shields

Chief Financial Officer

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John Cim

Applying evidence to financial decisions and investments. Founder

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Jason Mmpa

Chief Financial Officer

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Aligned Capital Partners Inc. Details

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.

Employees: 250 - 499
HQ: 1-800-561-4368
Location: Burlington, ON, CA
Revenue: 20 - 50 Million
Unconflicted Dealer Platform Best Business Practice Advocacy Technological Innovation Advisor/Client Onboarding Unmatched Advisor Communication Advisor Independence Unconstrained Wealth Management Services Advisor-Focused Strategic Thinking Superior Client Outcomes Dedicated Relationship Management
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