Our Dealer And Investment Approach

You Just Want a Better Investment Experience.

A calmer, more secure relationship with your money, built around your plan and grounded in decades of independent research, with a regulated dealer holding your investments.

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Investment Philosophy

Investing Rooted in Evidence, Not Emotion

Markets have rewarded patient, disciplined investors for a century, and our approach draws on independent academic research.

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01

Let Prices Do All The Work

Millions of daily trades keep prices remarkably fair, which is why we build your portfolio around the market’s pricing power and skip the guessing.

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02

Past Winners Rarely Win

Last year’s top fund feels like the most obvious pick, but a hot streak will tell you very little about where it’ll rank in five years time.

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03

Target the Dimensions

Research link traits like company size, relative price, and profitability to higher expected returns over time, so we tilt your portfolio toward them.

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04

Diversify Well Beyond Home

Spreading your investments across countries and asset classes widens where returns can come from and softens any one market’s bad year.

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05

Staying Invested Through it All

Nobody can reliably predict the market’s best days, and missing even a few by sitting in cash has historically cost investors more than riding it out.

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06

Keep Your Behaviour on Plan

A documented plan, built around you and your goals and revisited with your advisor, keeps one bad moment from undoing a good strategy.

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Pursuing a Better Investment Experience

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Regulated & Protected

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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through WealthSmart Securities of Aligned Capital Partners Inc., an approved trade name of ACPI. Only investment-related products and services are offered through WealthSmart Securities of Aligned Capital Partners Inc. and covered by the CIPF. Financial planning and insurance services are provided through WealthSmart Inc. WealthSmart Inc. is an independent company separate and distinct from ACPI.

Important links: ACPI Privacy Notice | ACPI Complaint Resolution Policy | CIRO Search for an Advisor Report