Regarding Financial Services Delivered with Aligned Capital Partners Inc., Canadian Benefits Investment & Insurance Group Inc. and its affiliated entities (“CBIG”) works with Aligned Capital Partners Inc. (“ACPI”) to provide our clients with the best range of financial products and services to meet their financial objectives.
This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This website does not take into consideration the investment objectives, financial situation or specific needs of any particular person.
Sandy Ramsay, Cybelle Stevens, and Caitlin Nelson are Investment Advisors and licensed for the sale of life insurance products. Sandy Ramsay, Cybelle Stevens, and Caitlin Nelson are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. The name of the entity being represented should correspond to the business being conducted.
Investment products are provided by ACPI, and include, but are not limited to, prospectus-based mutual funds, pooled funds, stocks, and bonds. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.IIROC.ca) and a Member of the Canadian Investor Protection Fund (www.CIPF.ca). Sandy Ramsay, Cybelle Stevens and Caitlin Nelson are registered to provide securities advice, securities and other investments to residents of Alberta and British Columbia.
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. Any reference in this website to specific services, securities and/or investment products should not be regarded as an endorsement, offer or solicitation to buy or sell any investment fund, security or other product or service. Any investment products and services referred to herein are only available to investors in certain jurisdictions where they may be legally offered and to certain investors who are qualified according to the laws of the applicable jurisdiction.
Non-securities related business includes, without limitation, fee-based financial planning services, estate and tax planning services, tax return preparation services, advising in or selling any type of insurance product and any type of mortgage service. Any advice which may be given in respect of non-securities services or products is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI. Accordingly, ACPI does not provide or supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Sandy Ramsay, Cybelle Stevens or Caitlin Nelson and Canadian Benefits Investment & Insurance Group Inc. ACPI will therefore not be liable or responsible for any non-securities related business conducted by Sandy Ramsay, Cybelle Stevens, Caitlin Nelson and Canadian Benefits Investment & Insurance Group Inc.
The Canadian Investor Protection Fund (“CIPF”) does not offer protection (within limits) to any non-securities related business conducted by Canadian Benefits Investment & Insurance Group Inc. CIPF Coverage is available to IIROC Dealer Members and does not protect insurance and segregated products not held by a Member. A brochure detailing CIPF protection is available upon request.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by ACPI, its affiliates or any other person as to its accuracy and completeness. Content may not be reproduced or copied by any means without the prior consent of the author and Aligned Capital Partners Inc. Content is subject to change without notice. By accessing links to external websites you will be leaving this website and Canadian Benefits Investment & Insurance Group Inc. is not responsible for the information contained on these external websites.
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