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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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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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- CB
Cindy Brannan
Investment Advisor, Portfolio Manager · Finance & Accounting
EmailPhone - CB
Colin Brock
Portfolio Manager · Finance & Accounting
EmailPhone - MS
Mark Sherboneau
Portfolio Manager · Finance & Accounting
EmailPhone - AR
Aditya Rao
Business Analyst · General Business & Management
EmailPhone - AA
Alexandra Arsenault
Associate Financial Advisor · Finance & Accounting
EmailPhone - AL
Andrew L. Glen
Investment Associate · Finance & Accounting
EmailPhone - AL
Ayda Lak
Investment Advisor · Finance & Accounting
EmailPhone - BW
Ben Wong
Financial Advisor · Finance & Accounting
EmailPhone - JF
Jason Flint
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
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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