Your goals, supported by the power of Aligned Capital Partners Inc.
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, most progressive Dealers in the country. The reason: a 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. 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 member of the Canadian Investment Regulatory Organization (CIRO), we are required to adhere to strict regulations regarding the protection of client assets – a responsibility the firm takes seriously.
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. This includes developing a fully integrated digital ecosystem designed to grow and support both the company’s business and clients’ assets, while at the same time remaining flexible enough to incorporate technological advancements.
ACPI continues to push the boundaries by working collaboratively within the industry and by forging strategic partnerships with other like-minded companies interested in one common goal – to build a better Canadian wealth management landscape.
To learn more, visit ACPI’s website.
Steve Thorpe, CFP®, CIM®
Investment Advisor
Aligned Capital Partners Inc.
1001 Champlain Avenue, Suite 300Burlington, ON L7L 5Z4
Cell: (416) 278-7939
About CI Financial
CI Financial Corp. is a diversified global asset and wealth management company based in Toronto and operating across Canada, the United States and Australia. With a heritage of growth, innovation and investment excellence, they have been helping clients to shape their lives, legacies, and communities since 1965. We offer world-class portfolio management talent, extensive capabilities in all aspects of wealth planning, and a comprehensive product suite. CI operates in three segments:
Asset Management, which includes CI Global Asset Management, which operates in Canada, and GSFM, which operates in Australia.
Canadian Wealth Management, operating as CI Wealth, which includes CI Assante Wealth Management, Aligned Capital Partners, CI Assante Private Client, CI Private Wealth, Northwood Family Office, CI Coriel Capital, CI Direct Investing, CI Direct Trading and CI Investment Services.
U.S. Wealth Management, which includes Corient Private Wealth, an integrated wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States.
About CI Investment Services Inc. (CIIS)
Headquartered in Toronto, CIIS is registered in all provinces and territories of Canada as an Investment Dealer. It is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), as well as a member and a self-clearing member of the following depositories: CDS, DTC, CDCC, OCC, FundSERV and Cannex. CIIS is a wholly owned subsidiary of CI Financial Corp.
To learn more, visit the CIIS website.
Our Insights
Should market changes affect how you invest?
Reacting to market ups and downs can push your risk levels beyond your comfort zone. Learn why tuning out the noise is your best investment strategy.
Planning for a longer retirement
Retirement isn't always a straight line; life events or changing goals may shift your timeline. We explore how to stay flexible and ensure your nest egg remains resilient, whether you decide to retire earlier or later than planned.
How you benefit from deferring tax
Why pay tax now if you don't have to? Discover three powerful ways tax deferral increases your cash flow, potential growth, and future tax efficiency.