OWN YOURSELF.
BE HAPPY.
WIN AT LIFE.
INVESTMENTS
PINNACLE
SOVEREIGN
INVESTMENTS
Pinnacle Sovereign Investments of ACPI is an independent boutique investment management practice. We focus growing wealth through the public and private investment markets for Canadian individuals, families and charitable foundations. We strive to capitalize on strategies and insights beyond the conventional. Read further to learn more about what we do and how we deliver results.
Engaging as independent Chief Investment Officers (CIO), our Investment Management reinforces our clients' aspirations of Creating Independence and Building Legacy. In designing investment portfolios, we implement one of four primary investment objectives:
CAPITAL CONSERVATION
Ensure safety of principal to account for near term goals and expenses, while squeezing out small investment growth too.
INCOME GENERATION
Steadily grow your financial resources with a focus on income producing investments.
CAPITAL
GROWTH
Steadily grow your financial treasury with a focus on capital gain inducing investments.
WEALTH VENTURE
Expanding your wealth dynamically with risk-managed trading strategies.
We deploy investment management services using a number of different account types, all available in Canadian Dollars (CAD), with US Dollars (USD) holdings accessible in most accounts as well:
Non-Registered Cash or Margin Accounts
Tax-Free Savings Accounts (TFSA)
First-Home Savings Account (FHSA)
Registered Retirement Savings Plan (RRSP)
Locked-In Retirement Account (LIRA)
Registered Retirement Income Fund (RRIF)
Life Income Fund (LIF/RLIF)
Registered Education Savings Plan (RESP)
In forging out investment portfolios, we use a variety of investment vehicles, depending on each portfolio's goals, risk tolerance and size:
Mutual Funds
Exchange Traded Funds (ETF)
Pooled Funds
Separately Managed Accounts (SMA)
Individual Stocks
Call & Put Options
Guaranteed Investment Certificates (GIC)
High Interest Savings Accounts (HISA)
One of our greatest differentiators for affluent investors is our implementation of alternative and private investment opportunities. It is another additional way our outside-the-box efforts benefit our clients.
Did You Know...
* 64% of your CPP(1.) is invested not in public equities and fixed income, but in private and alternative businesses? (as of March 31, 2023)
* In Alberta, AIMCo(2.) has positioned 41% of its Total Portfolio in private and alternative opportunities? (as of December 31, 2022)
* 71% of the Ontario Teachers' Pension Plan portfolio(3.) is invested in private and alternative opportunities? (as of December 31, 2022)
Isn't it time your investment portfolio caught up to 21st century "big money" investment philosophies?
THE MARKET PULSE
Our brief monthly market check-in. Infused with numbers and commentary, this is a read you'll finish before getting through your morning coffee.
Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through Pinnacle Sovereign Investments of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Pinnacle Sovereign Investments of ACPI and covered by the CIPF. Financial planning and insurance services are provided through Pinnacle Sovereign Wealth Inc. Pinnacle Sovereign Wealth Inc. is an independent company separate and distinct from Pinnacle Sovereign Investments of ACPI.
