We're backed by more than 22 years of experience in international investing with the objective of delivering above-average returns for our private clients.
Your portfolio is fully delegated to our portfolio manager so you can save yourself the hassles. Our portfolio manager has met rigorous investment management education and experience and is licensed to provide discretionary investment management.
We understand that every client is unique. And your investment plan should be too. That's why we do not have pre-defined portfolios. We develop a holistic understanding of your investment needs and build a genuinely personalized portfolio.
Most advisors have a familiarity bias towards Canadian equity markets and missed out on opportunities overseas. Our platform allows you to diversify your portfolio into major international markets and take advantage of investment opportunities around the globe.
It is the cornerstone of the work we do. Whether it's saving for retirement or leaving a legacy, our process takes into account tax minimization strategies and invests more efficiently.
Create Your Own Journey ™
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Important Investment Services Disclosure: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Pegasi Private Wealth of ACPI and covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from ACPI/Pegasi Private Wealth of ACPI.