Aligned Capital Partners Inc. is our investment dealer providing a broad range of investment and wealth management products to clients across Canada. Aligned Capital Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF).
Aligned Capital Partners Inc. acquired all of the issued and outstanding shares of Money Managers Inc., which had been an independent investment dealer since 1999. As a result of this acquisition, the name has been changed to Aligned Capital Partners Inc.
The acquisition allows Aligned Capital Partners Inc. to build on a strong base of business and allows them to offer Canada’s advisors a unique business model and a client centric product and service firm in which they can grow their practice.
Aligned Capital Partners Inc., whose head office is located in Burlington, Ontario, is represented by more than 80 years of experience in the financial services industry. The founding partners’ vast experience has a track record of proven success in the distribution of financial products and services through Canada’s best financial advisors. This experience is critical when considering a dealer partnership.
We are four of the Independent Investment Advisors of the over one hundred and seventy-five licensed reps across Canada (as at June1/2019). Aligned Capital Partners Inc. is one of the fastest growing dealerships in Canada. Each rep is IIROC registered and supervision is provided by Aligned Capital Partners Inc.
Insurance products and financial planning services are provided through Fraser, Watkins and Reid Financial Consultants. Investment products are provided by Aligned Capital Partners Inc. (ACPI).
Carl Fraser, Jonathan Watkins and Colin Reid are registered as Portfolio Manager and also licensed for the sale of life insurance products. Steven Raymond is an Investment Advisor and also licensed for the sale of life insurance products. Each are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. The name of the entity being represented should correspond to the business being conducted.
Investment products are provided by ACPI, and include, but are not limited to, prospectus based mutual funds, stocks, and bonds. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.IIROC.ca) and a Member of the Canadian Investor Protection Fund (www.CIPF.ca). Carl Fraser is registered to advise clients residing in the provinces of Alberta, New Brunswick and Ontario. Jonathan Watkins is registered to advise clients residing in the provinces of Manitoba and Ontario. Colin Reid is registered to advise clients residing in the provinces of British Columbia, Newfoundland, Nova Scotia and Ontario. Steven Raymond is registered to advise clients residing in the provinces of Ontario.
Non-securities related business includes, without limitation, fee-based financial planning services, estate and tax planning services, tax return preparation services; advising in or selling any type of insurance product and any type of mortgage service. Any advice which may be given in respect of non-securities services or products is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI. Accordingly, ACPI does not provide or supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Carl Fraser, Jonathan Watkins, Colin Reid, Steven Raymond or Fraser, Watkins, Reid Financial Consultants. ACPI will therefore not be liable or responsible for any non-securities related business conducted by Carl Fraser, Jonathan Watkins, Colin Reid, Steven Raymond or Fraser, Watkins, Reid Financial Consultants.
The Canadian Investor Protection Fund (CIPF) does not offer protection (within limits) to any non-securities related business conducted by Carl Fraser, Jonathan Watkins, Colin Reid, Steven Raymond or Fraser, Watkins, Reid Financial Consultants. CIPF Coverage is available to IIROC Dealer Members and does not protect insurance and segregated products not held by a Member. A brochure detailing CIPF protection is available upon request.
This website is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This website does not take into consideration the investment objectives, financial situation or specific needs of any particular person.
This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Any reference in this website to specific services, securities and/or investment products should not be regarded as an endorsement, offer or solicitation to buy or sell any investment fund, security or other product or service. Any investment products and services referred to herein are only available to investors in certain jurisdictions where they may be legally offered and to certain investors who are qualified according to the laws of the applicable jurisdiction.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by ACPI, its affiliates or any other person as to its accuracy and completeness. Content may not be reproduced or copied by any means without the prior consent of the author and Aligned Capital Partners Inc. Content is subject to change without notice.