Atlantis Financial Inc. and Aligned Capital Partners Inc. (ACPI) are governed by separate regulatory bodies. All non-securities related business is conducted by your Advisor as a representative of Atlantis Financial and not as a registrant of ACPI.
ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and Member of the Canadian Investor Protection Fund (www.cipf.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks and bonds. Simon Ffrench and Sandy Walsh are registered to provide securities advice to residents of Ontario. Allan Norman is registered to advise clients resident in the provinces of Ontario, Alberta, and New Brunswick.
Any advice which may be given in respect of non-securities services is provided by Atlantis Financial Inc. and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are Members of IIROC and does not cover insurance products and segregated products not held by a Member. Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Simon Ffrench, Sandy Walsh, or Allan Norman.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional for specific advice. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.