Our approach

Planning Your Future

Financial planning is the ongoing process of preparing for and reacting to critical financial events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy.

Process

We believe that personal relationships are the foundation to long-term financial planning success. We strive to anticipate our client’s needs through a deep understanding of their goals and priorities. Finding the right Advisor can be difficult and having the right fit is vital.

There are many things in life that are beyond our control, which is why we endeavor to provide a consistent and exceptional experience for our clients by adhering to a strict process. We have developed and refined this process to provide a disciplined framework and we call it the "Integrated FORMula."

Integrated FORMula

Family

Everyone has different goals. What's important to you and your family?

Occupation

A work-optional lifestyle
Being able to do something you love

Recreation

Completing your bucket list
Having the time to do what you love

Money

Growing and protecting the capital required to achieve your goals

WHY ALIGNED CAPITAL PARTNERS?

Open Architecture

Aligned Capital Partners Inc. (ACPI) offers advisors a robust and innovative platform that not only services clients, but puts their needs and interests first. Our philosophy and values coincide with ACPI – a vital aspect in choosing a firm to partner with.

With no proprietary products or commission grid, we are free to design and implement personalized portfolios with investment products from a vast shelf, with no conflicting interests.

Learn more at www.alignedcapitalpartners.com or click on the logo.

Regulation

Aligned Capital Partners Inc. is a full-service investment dealer and a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (www.ciro.ca) Investment services are provided through van Veen & Associates of ACPI, an approved trade name of ACPI.

Investor Protection

Customer accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request. Visit www.cipf.ca for more information.

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 van Veen & Associates of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through van Veen & Associates of ACPI and covered by the CIPF.

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