Aligned Capital Partners

Aligned Capital Partners Inc. (ACPI), a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for small investment dealers, a strategic renewal was undertaken by Christopher J. Enright, Michael Greer, Donald Flack and Carl Fraser. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the advisor and the wealth management firm.

What does this mean for advisors and their clients? At ACPI, we believe in the entrepreneurial spirit and independence of an advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products and no commission grid. Our mission is to equip advisors with everything they need to provide customized financial solutions for their clients.

At ACPI, the security of client assets entrusted to our advisors is paramount. Custodial services for all client accounts are provided by the CI Investment Services Inc. (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 CIRO member, we are required to adhere to strict regulations regarding the protection of clientele – a responsibility the firm takes seriously.

Margaret Richards & Christopher Huggins are registered to provide investment advice and to offer securities products in the province of Ontario.

Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and Canadian Investment Regulatory Organization (www.CIRO.ca). All non-securities related business conducted by RF Wealth Management Inc. is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, mortgage service, and/or tax return preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by RF Wealth Management Inc., and all such non-securities related business is the responsibility of RF Wealth Management Inc. alone.

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