Investments offered through Aligned Capital Partners Inc.
What do we do?
We believe your investment portfolio should follow your financial plan and evolve as your life does. We take the time to truly understand what matters to you, provide clear and transparent advice, and build strategies designed to support long-term success. Our role is to guide, adjust, and optimize your investment plan as your needs change—so you can focus on living your life with confidence.
What makes us different?
LOW MANAGEMENT FEES
Fees matter. Keeping costs low can have a meaningful impact on the long-term growth of your portfolio. Our approach is designed to be cost-conscious and transparent, helping more of your money stay invested and working toward your goals.
LEADING PORTFOLIO MANAGEMENT
We partner with leading portfolio managers to give our clients access to best-in-class investment solutions. These carefully selected strategies allow us to build diversified, professionally managed portfolios designed to support your long-term goals.
DIGITAL PLATFORM
We believe managing your finances should feel simple and intuitive. Our digital onboarding process is designed to be straightforward and efficient, and your secure online dashboard provides clear, real-time insight into your portfolio—so you always know where you stand.
PROFESSIONAL ADVICE
As an independent firm, we are not limited to a single provider or product shelf. This flexibility allows us to select from a broad range of investment solutions and strategies, so your portfolio is built around your goals—rather than the constraints of a single institution.
– QUESTIONS WE OFTEN HEAR –
What are the fees?
Our fees depend on the strategy that is created for you. Most investment fees will range from 1.2 to 2% as an all inclusive fee.
How do the fees compare to other institutions?
We make our fees very competitive in the industry. We diligently select high performing funds with lower fees to help you achieve the best value for your money.
Is investing with an independent firm safe?
We are held to the same regulatory standards as any large Canadian bank with the same safeguards in place. We have a legal responsibility to put the client’s interests first.
How do I know you are the best investment advisory firm for me?
We pride ourselves in our customer service and communication. Our team is committed to transparency and educating our clients on their investments. We understand we may not be a fit for everyone, however, we make it a goal to build honest and reliable relationships with all our clients.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Brightrock Financial Inc. Brightrock Financial Inc is an independent company separate and distinct from ACPI.
