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:
Colin Marcus is registered to provide investment advice and to offer securities products in the provinces of Ontario and Alberta.
YourLife Financial and YourLife Financial Wealth Management of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-securities related business conducted by your Advisors as representatives of YourLife Financial is not in their capacity as agents of ACPI.
YourLife Financial Wealth Management is an investments trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investor Protection Fund (CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided through ACPI, and include, but are not limited to, mutual funds, stocks, and bonds. Colin Marcus is registered to provide securities to clients residing in the provinces of Alberta and Ontario.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Colin Marcus.
Any advice which may be given in respect of non-securities services is given by your Advisors solely and no such advice is given in their capacity as agents of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. 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.
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 YourLife Financial, YourLife Financial Wealth Management of Aligned Capital Partners Inc., its affiliates or any other person as to its accuracy, completeness or correctness. All content is as of the date of this publication and is subject to change without notice.