Peter Bohlender

Financial Planning Advisor at Aligned Capital Partners Inc. - Burlington, ON, CA

Peter Bohlender's Colleagues at Aligned Capital Partners Inc.
Elizabeth Stone

Corporate Project Manager

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Ryan CFP

Certified Financial Planner

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Heikki Pervil

Senior Investment Advisor

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Josh Hicke

IT and Data Security Administrator

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Shawn Malcolm

Investment Advisor, Portfolio Manager

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Shafik Hirani

Senior Investment Advisor

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Peter Bohlender's Contact Details
HQ
1-800-561-4368
Location
Company
Aligned Capital Partners Inc.
Peter Bohlender's Company Details

Aligned Capital Partners Inc.

Burlington, ON, CA • 250 - 499 Employees
Financial Services

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.

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
Details about Aligned Capital Partners Inc.
Frequently Asked Questions about Peter Bohlender
Peter Bohlender currently works for Aligned Capital Partners Inc..
Peter Bohlender's role at Aligned Capital Partners Inc. is Financial Planning Advisor.
Peter Bohlender's email address is ***@alignedcapitalpartners.com. To view Peter Bohlender's full email address, please signup to ConnectPlex.
Peter Bohlender works in the Financial Services industry.
Peter Bohlender's colleagues at Aligned Capital Partners Inc. are Elizabeth Stone, Ryan CFP, Alexandra MacMurchy, Heikki Pervil, Josh Hicke, Shawn Malcolm, Shafik Hirani and others.
Peter Bohlender's phone number is 1-800-561-4368
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