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Imagine an investment firm giving wealth management professionals everything they need to build a truly independent practice. Aligned Capital Partners Inc. offers advisors a robust and innovative platform that not only services clients, but puts their needs and interests first.

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Always Innovative

Aligned Capital Partners Inc. (ACPI), 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 small investment dealers, a strategic renewal was undertaken by Christopher J. Enright, Michael Greer, Donald Flack and Carl Fraser. 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.

What does this mean for advisors and their clients? 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.

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Client-Centric Advisors

Since inception, we have always operated with the intention to create 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 clients 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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Protecting Your Clients

At ACPI, the security of client assets entrusted to our advisors is paramount. Custodial services for all client accounts are provided by CI Investment Services (CIIS) which is wholly owned and supported by CI Financial—one of Canada’s largest independent financial institutions with total assets exceeding $380 billion. As an CIRO member, we are required to adhere to strict regulations regarding the protection of clientele – a responsibility the firm takes seriously.

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