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.

"Compound interest is the eighth wonder of the world. Those who understand it, earn it... those who don't, pay it"

Albert Einstein

Pat’s experience in financial services includes over 30 years with a background in investments, retirement planning, mortgages, and insurance. His investment style focuses on capital preservation while growing portfolios to offset inflation. He provides recommendations based on a client’s financial objectives. For a face-to-face or virtual meeting contact us today.

Patrick Brennan

Wealth Manager, Brennan Private Wealth Of Aligned Capital Partners Inc.

Patrick Brennan is a native of Ottawa, Ontario. He studied at Carleton University, and embarked on a career in financial services that has spanned over 30 years. His community involvement involves serving as a school board Trustee for 6 years, coaching Little League baseball and acting as a volunteer for his children’s activities. He is a commercially licensed pilot, enjoys a good game of Bridge, and has completed the Ottawa National Capital Marathon in 2000. He is married and has three children.

Aliya Aryavong

Client Services Associate, Brennan Wealth Management
Aligned Capital Partners

Aliya graduated from Carleton University with a Bachelor of Communications and Media Studies. Aliya began working as a client service administrative assistant providing ongoing administrative support to senior executives, driving organizational success through the management of daily operations. Aliya assists with documentation that is needed for new and existing clients, ensuring that it aligns with our back-office system's standards.

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Main office

Address

535 Legget Drive, Suite 102

Kanata, ON K2K 3B8

Phone

(613) 592-9848

Email

pbrennan@alignedcapitalpartners.com

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