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Event Summary:  

The ACPI Unified Managed Account (UMA) or “Aligned ONE”  is a unique offering that can set you apart from other Advisors. Very few Dealers offer an opportunity to hold multiple managed and non-managed investments within a single account. It is a truly collaborative approach to investing, with more freedom and flexibility than ever before in deciding your level of involvement in building your business. Join us to learn more about the Aligned ONE program, hear from some of the managers available on the platform and how some of our advisors are using it in their practice.

Meeting Agenda:

1. Introduction
2. High-Level Overview – How the platform works.
3. Managers Presentation – Hear from four of the Portfolio Managers on our shelf:

• Laurus Investment Counsel
• One Capital Management
• Franklin Templeton Canada
• Barrantagh Investment Management

1. Financial Advisors – Advisor experience using the platform followed by a live Q&A session.
2. Interview with Relationship Managers – Open discussion about various operational elements of the platform and how to incorporate within your practice.