KL
Kar-Wei Lam
Wealth Advisor And Portfolio Manager at Aligned Capital Partners
View Kar-Wei's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Wealth Advisor And Portfolio Manager
2018 - Present · 6 years and 11 months
Partner
2018 - Present · 6 years and 11 months
Wealth Advisor And Portfolio Manager
2011 - 2018 · 7 years
Company Details
51-200 Employees
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm. At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients. Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first. As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
Year Founded
1987
Social Media
LinkedinFacebook
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
1001 Champlain Ave 300 Burlington, Ontario L7L 5Z4, CA
Keywords
Unconflicted Dealer PlatformBest Business Practice AdvocacyTechnological InnovatioAdvisor/Client OnboardingUnmatched Advisor CommunicatioAdvisor IndependenceUnconstrained Wealth Management ServicesAdvisor-Focused Strategic ThinkingSuperior Client OutcomesDedicated Relationship Management
Discover More About Cleveland Clinic

Find verified contacts of Kar-Wei Lam in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.