I have been a Certified Financial Planner (CFP) since 1998
I am a founding member/board member of the Financial Planning Association of Canada (FPAC) - https://fpassociation.ca/
I have an MBA with finance focus (Laurier)
I am a Fellow of the Canadian Securities Industry (FSCI)
I also have the FMA and CIM designations from the Canadian Securities Institute
I am the founder and president of the Leslieville Historical Society
I am Chairman of the Board of Theralase Technologies Inc, a biotech company focused on curing bladder, brain and lung cancer - https://theralase.com/
I am licensed as a financial planner, investment advisor, associate portfolio manager and insurance advisor
I am a best-selling author (co-wrote a book with Rob Carrick of the Globe and Mail called E-Investing)
I am options licensed
I am Portfolio Manager licensed (highest level of accreditation in Canada)
Key Things about Aligned Capital Partners:
Completely Independent
One of Canada’s fastest growing dealers with ~300 advisors
Assets held in custody with National Bank Independent Network (NBIN)
Open architecture, not limited in product
Flat Fee model eliminates conflicts of interest
ACP utilizes best in class technology to keep fees low and create efficiencies including digital onboarding and straight through processing for quick account turn around, docusign for account changes, 360vault for encrypted document storage and communication, data migration to AWS for apps and integration
CI Financial recently acquired majority stake which gives us further support of a global asset manager with $800M in free cash flow
