About Aligned Capital Partners Inc.
Aligned Capital Partners Inc. (ACPI) has been providing independent investment advice to retail investors since 1987 and is one of the fastest growing, progressive Financial Dealers in the country. The reason: a strong solid foundation and an adaptive digital platform. Unique to the industry, ACPI was founded on the principle that Canadian Financial Advisors should have the freedom to run their businesses independently supported by an unconflicted Dealer and free from the pressures of sales targets, proprietary products, and commission grids. The end goal: a better, more customized investor experience and ultimately a better investor outcome focused on the needs and interests of the client first.
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), a wholly owned subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $421 billion in assets (as of September 30th, 2023, Q3 reporting). With this relationship, clients benefit from multiple parties securing account activity, as well as custodial monitoring of administrative procedures from a financially reputable source. As a CIRO member, we are required to adhere to strict regulations regarding the protection of clientele – a responsibility the firm takes seriously.
In its evolution, ACPI has become an industry leader on several fronts. First by recognizing the need for change and challenging the status quo, then by inciting that change not just on a platform level, but also on a wider industry level. Innovation is at the core of the ACPI initiative. A large part of that is developing a fully integrated digital ecosystem designed to grow and support both the company’s business and the clients’ businesses while at the same time remaining flexible enough to meet the demands of technological advancements as they come into play. The Aligned 360 Digital Platform is the sum of many inter related digital components through which data is flowing live 24/7.
Aligned Capital Partners continues to push the boundaries by working collaboratively within the industry itself, and by forging strategic partnerships with other like-minded companies all interested in one common goal – to build a better Canadian wealth management landscape.