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 re-tooled 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, and professional advisor.
ACP’s guiding philosophy is grounded in these core principles:
"Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca). Jason Pugliese is an agent of ACPI. Fundeco Financial does not offer securities products and is in no way affiliated with ACPI."