ACPI Client Portal – Day 1 Client Instructions

Aligned Capital Partners Inc. (ACPI), our registered dealer, officially changed custodians on July 21st 2023, from National Bank Independent Network (NBIN) to CI Investment Services Inc. (CIIS). Although CI may not be a familiar name to most, they are an independent Canadian company offering global asset management and wealth management advisory services holding more than $330 billion in assets (as at June 30, 2022). Overall, this change will allow our team to more effectively and efficiently service our clientele, while maintaining our extensive and flexible product portfolio.