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Aligned Capital Partners Inc.

Financial Services ¡ Canada

Website

About Aligned Capital Partners Inc.

We provide the tools & technology you need to reach the superior level of performance you demand from your business.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Burlington, Ontario
Founded
1987
Company type
Privately Held

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.

Specialties

  • 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
  • and Dedicated Relationship Management

Company locations

  • 1001 Champlain Ave, 300, Burlington, Ontario L7L 5Z4, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

On LinkedIn

Followers
7,010
People linked to this company
345

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.