Aligned Capital Partners Inc. is client focused and advisor driven, which is built on the simple premise that a client's best interest is always the most important consideration in any corporate initiative.

​

Originally founded in 1987 and headquartered in Peterborough, Ontario, Aligned Capital Partners was transformed through an acquisition in the spring of 2012 and moved to Burlington, Ontario. This transformation allowed the firm to be retooled with the specific intent of creating a firm where Canada's best independent financial planners could find a welcoming home. Our firm is built on the foundation of unmatched industry experience, innovation, and "out of the box" style solutions designed solely for the benefit of the independent thinking, client-centric professional advisor.

​

ACP's™ guiding philosophy is grounded in these core principles:

​

• Our evolution is based on seeking out the opinions, comments and ideas of our advisors and acting on them.

• We will continuously invest in technology and processes to capture efficiencies that allow us to run a low cost yet highly responsive business platform.

• We treat all of our stakeholders in a fair, equitable manner in order to foster trust, respect and professionalism

​

Aligned Capital Partners Inc. has partnered with CI Investment Services (CIIS) as the carrying broker.  The role of the carrying broker includes:

​

• Handling custody of client assets

• Segregating client securities

• Maintaining current and accurate records of client account holdings

• Preparing account statements, tax documents and trade confirmations

​

​