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VerifiedFinancial Services· Founded 1987

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.

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HeadquartersBurlington, CanadaEmployees320(51 to 200)Founded year1987Websitealignedcapitalpartners.comLinkedIn profileLinkedIn

Verified contacts

200

available on Kipplo

LinkedIn employees

320

51 to 200 range

Open roles

no listings

Distinct roles

127

indexed titles

Tech stack

1

tools in use

Monthly traffic

117

organic / mo

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Top roles at Aligned Capital Partners Inc

127 distinct titles indexed · top 10 shown.

  • 31investment advisor
  • 16investment operations associate
  • 15financial advisor
  • 15portfolio manager
  • 8investment operations intern
  • 7associate portfolio manager
  • 6wealth advisor
  • 5account administrator
  • 5business development associate
  • 5senior investment advisor
  • +117more titles

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