Jason Pugliese's Professional Contact Details

HQ
+1905-639-5115
Location
New Tecumseth, Ontario

Jason Pugliese's Current Company Details

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 environm...
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.
unconflicted dealer platform
best business practice advocacy
technological innovation
advisor
client onboarding
unmatched advisor communication
advisor independence
unconstrained wealth management services
advisorfocused strategic thinking
superior client outcomes
dedicated relationship management
financial services

Jason Pugliese's Work History and Education

Others Named Jason Pugliese

Lock Shop Foreman at Wesleyan
Senior Account Executive North America at empower

Frequently Asked Questions about Jason Pugliese


What company does Jason Pugliese work for?

Jason Pugliese works for Aligned Capital Partners Inc..

What is Jason Pugliese's role at Aligned Capital Partners Inc.?

Jason Pugliese's role at Aligned Capital Partners Inc. is Financial Planner.

What is Jason Pugliese's email address?

Jason Pugliese's email address is j**@alignedcapitalpartners.com.

What is Jason Pugliese's business email address?

Jason Pugliese's business email address is j**@alignedcapitalpartners.com.

What is Jason Pugliese's HQ phone number?

Jason Pugliese's HQ phone number is +1905-639-5115.

What industry does Jason Pugliese work in?

Jason Pugliese works in the Financial Services industry.

Who are Jason Pugliese's colleagues?

Jason Pugliese's colleagues are Brent Reilly, Brett Johnson, Caitlin Nelson, Charles Symons and more.
Private Wealth Advisor
Partner - Cox Financial Group Ltd.
Investment Advisor
Director of Finance
Campus accout Manager

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