Contact

Aligned Capital Partners Inc. (ACPI)

Suite 350, 229 – 11 Avenue SE
Calgary, AB T2G 0Y1

p: 403-910-5964

e: akanji@alignedcp.com, blewandowski@alignedcp.com

Investments – ACPI

Investments – Have your money work for you

We all have financial goals, but finding the right path to achieve them can often be challenging. Using a well-established process, we will create a portfolio tailored to your risk tolerance and more importantly, your comfort level.

1. The “Hands off” / “Fee Sensitive” Investor

Not every investor wants to spend significant time looking over their investments and discussing it with their advisor. At the end of the day, you’re best spending your time doing what you’re good at or love doing, like vacationing!

We have created unique, customized portfolios that can withstand all types of market conditions, having low expenses first in mind. Our advisors will review these auto-pilot portfolios quarterly and actively adjust your portfolio based on your risk tolerance and time horizons.

Investment Tools: Primarily ETF focused
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2. The “Guide me through it” Investor

Each investor has a different understanding of the stock market or of their own portfolio but collectively, they all have the same need; they want a professional to guide them to their goals. Whether this includes financial planning, estate / insurance planning, investment portfolio construction, or corporate investment structuring, Aligned Capital Partners Inc. will walk you through each process and continue to regularly monitor your progress. This is done at one, all inclusive fee.*

Investment Tools: Stocks, Bonds, ETF’s, Mutual Funds
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*Individual stock transactions incur $20 brokerage ticket charges

3. The “Performance” Investor

Our “Performance” investors are looking for overall returns, which could be made in several ways. Whether this is sector, cyclical, momentum or options focused, we bring solutions to clients that fit their preferences and work to build growth focused investment strategies.

Investment Tools: Stocks, ETF’s, Mutual Funds, Options, Private Investment Solutions
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Securities are provided by Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (iiroc.ca) and the Canadian Investor Protection Fund (cipf.ca). For more information, visit www.alignedcapitalpartners.com

Investment Case Study

“Benjamin was able to help me create an appropriate strategy that complemented my own unique situation.”

Adam was a 55-year-old prospective client that had currently just been laid off from his employer that he spent 18 years with. He had a large Group RRSP that he needed to transfer to an advisor and came in to have a complementary investment portfolio created.

Adam didn’t like the thought of investing in mutual funds because of high fees and preferred individual stock holdings. Our job was to properly educate this client about how diversity was key, considering the oil market had just recently went through a crash in Calgary. This affected him personally as he was heavily invested in oil and gas.

We created a full comparison of his current group RRSP holdings and our specifically designed portfolio for Adam. Understanding that this client wasn’t happy with expensive fees, we decided to create a diversified investment portfolio using ETF’s that mimic the diversity of mutual funds but at the time had low cost fees. This was his base. Knowing that individual stocks also intrigued this particular client, we decided to introduce core individual stock holdings that were considered “buy and hold” for long term growth.

After carefully explaining our investment strategy for Adam and showing him how global diversity could improve his returns along with lowering his volatility, Adam decided to move forward.

Additional Information

Benjamin Lewandowski is registered to transact in securities in the provinces of Alberta, British Columbia, Saskatchewan, and Ontario. Arif Kanji is registered to transact in securities in the provinces of Alberta and British Columbia.

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