电子邮件 | awa***@***.com | 获取Email |
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电子邮件 | awa***@***.com | 获取Email |
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Aligned Capital Partners Inc., 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 independent investment dealers, a strategic renewal was undertaken by the new management team. 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. 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. Since inception, we have operated with the intention of creating a firm that Canada's best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the "white hats" and run their businesses in a way that always puts the client first. As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
公司 | Aligned Capital Partners Inc. |
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职位 | Financial Advisor |
地点 | Canada |
http://www.linkedin.com/in/adrian-walker-545bb71b | |
部门 | master_finance |
头衔 | Financial Advisor at Aligned Capital Partners Inc. |
Aligned Capital Partners Inc. Financial Advisor
2013-09-01 -
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2013-09-01 -
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Adrian Walker 在 Aligned Capital Partners Inc. 担任 Financial Advisor at Aligned Capital Partners Inc.
Adrian Walker 在 Aligned Capital Partners Inc. 的职位是 Financial Advisor at Aligned Capital Partners Inc.
Adrian Walker 的电子邮件地址是 awa***@***.com
Adrian Walker 的电话号码是 -
Adrian Walker 的公司电话号码是 +190****
Adrian Walker 在 financial services 工作。
Adrian Walker 的一些同事包括Adrian Walker、Mark Matsumoto、Jeff Aubry、Kirk BruggerPaula Phelps、。
Adrian Walker联系方式: 电子邮件地址:awa***@***.com 电话号码:-
Adrian Walker 的个人领英是:http://www.linkedin.com/in/adrian-walker-545bb71b
Adrian Walker 的办公地点:1001 Champlain Ave, 300, Burlington, Ontario L7L 5Z4, CA
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