Jonathan Watkins

Ontario . Hamilton - Canada

Jonathan Watkins 的邮箱和电话

电子邮件 jwa***@***.com

Jonathan Watkins 当前工作场所

Aligned Capital Partners Inc.

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.

Jonathan Watkins 简介

公司 Aligned Capital Partners Inc.
职位 Investment Consultant, Portfolio Manager
地点 Canada
LinkedIn http://www.linkedin.com/in/jonathan-watkins-ba-epc-cim-fcsi-2a26303b
部门 master_finance,consulting
头衔 Investment Consultant, Portfolio Manager

Jonathan Watkins 的常见问题(FAQs)

Jonathan Watkins 在哪家公司工作?

Jonathan Watkins 在 Aligned Capital Partners Inc. 担任 Investment Consultant, Portfolio Manager

Jonathan Watkins 在 Aligned Capital Partners Inc. 的职位是什么?

Jonathan Watkins 在 Aligned Capital Partners Inc. 的职位是 Investment Consultant, Portfolio Manager

Jonathan Watkins 的电子邮件地址是什么?

Jonathan Watkins 的电子邮件地址是 jwa***@***.com

Jonathan Watkins 的电话号码是什么?

Jonathan Watkins 的电话号码是 -

Jonathan Watkins 的工作电话号码是什么?

Jonathan Watkins 的公司电话号码是 +190****

Jonathan Watkins 从事哪个行业?

Jonathan Watkins 在 financial services 工作。

Jonathan Watkins 的同事是谁?

Jonathan Watkins 的一些同事包括Adrian Walker、Mark Matsumoto、Jeff Aubry、Kirk BruggerPaula Phelps、。

我如何联系 Jonathan Watkins?

Jonathan Watkins联系方式: 电子邮件地址:jwa***@***.com 电话号码:-

Jonathan Watkins 的个人领英是多少

Jonathan Watkins 的个人领英是:http://www.linkedin.com/in/jonathan-watkins-ba-epc-cim-fcsi-2a26303b

Jonathan Watkins 的办公地点在哪里?

Jonathan Watkins 的办公地点:1001 Champlain Ave, 300, Burlington, Ontario L7L 5Z4, CA

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