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OUR VISION
At Innovative Investment Strategies (IIS) we believe in being innovative and different in our thinking. Proper planning is the key to financial freedom and independence, and starting early is the biggest advantage you have in investing. We believe in building long-term relationships with our clients by providing innovative strategies for wealth accumulation and risk protection.
We differentiate ourselves from other financial institutions and self directed investments in several ways. We pick up the phone. Our investment choices are unbiased and we do consistent daily due diligence to ensure we find the best investments for our clients. Our product shelf extends to products that are unavailable in many other larger financial institutions. We are extremely tax conscious. Our fees are clear and consistent. We are able to keep all client assets under one roof, with an in house life insurance division and CPA which allows us to accurately tailor portfolios and plans to the specific needs of our clients. These services are offered through Innovative Finanical Group, which is separate from IIS and ACPI.
OUR TEAM
Scott Mazzotta
Investment Advisor, B. Comm. Concentration in Finance, Minor in Statistics
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FAQ
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What's the difference between Aligned Capital Partners (ACPI), Innovative Investment Strategies (IIS), and Innovative Financial Group (IFG)?
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IIS is our trade name where we are able to offer our investment services.
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ACPI is our investment dealer/partner where we manage all accounts. They provide all our systems, process trades, money movement, compliance, etc.
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IFG is independent of IIS and ACPI and offers accounting and life insurance products. The members of IFG and IIS share the same office.
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What are the fees?
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1% annually on the amount of money invested.
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Aligned also charges account fees to handle all administration, money movement, compliance, etc. IIS does not receive any commission from this fee.
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$50 +tax annually for any account with under 50k invested.
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$200 +tax annually for any account with over 50k invested.
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How can I see my investments?
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Aligned has a client portal accessible through any web browser.
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What types of products do you specialize in?
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We can offer stocks, bonds, etfs, mutual funds, gics, offering memorandum (OM) products, etc. We tend to specialize mainly in mutual funds and OM. Don't know what OM is? - email smazzotta@alignedcp.com
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Do you have any minimums to get started?
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No
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What are some key tips for people just starting out?
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Start early. Do some investments on your own. Create a budget for yourself. Interview your potential investment advisor. Make sure you trust your advisor. Don't rush into decisions.
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How often can I expect to be communicated with?
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Up to the client. We send out quarterly market updates by email, and touch base with our clients a minimum of twice a year to review the portfolio.
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What’s required of you compliance wise?
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Scott and David are both licensed under the Canadian Investment Regulatory Organization (CIRO), which required the completion of Canadian Securities Course (CSC) 1 & 2, Conduct and Practices Handbook (CPH), the 90 Day Training Program, Investing in ETFs, Wealth Management Essentials (WME) 1 & 2, and the Exempt Market Proficiency Course. There is a minimum requirement of 20 continuing education (CE) credits in professional development and 10 CE credits in compliance every 2 years.
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Any tips for first time home buyers?
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Scott gave a presentation about all the best programs to be aware of for buying your first home in Ontario. Watch here: How to Buy a House in Canada in 2024
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Other questions?
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They are likely answered in this podcast done by Scott. Watch here: Exclusive Interview with Certified Financial Advisor. If not, please reach out. smazzotta@alignedcp.com.
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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Innovative Investment Strategies, an approved trade name of ACPI. Only investment-related products and services are offered through Innovative Investment Strategies of ACPI and covered by the CIPF. Financial planning, insurance services, and accounting/tax are provided through Innovative Financial Group. Innovative Financial Group is an independent company separate and distinct from ACPI.
ACPI Homepage http://www.alignedcapitalpartners.com/
ACPI Privacy Notice http://www.alignedcapitalpartners.com/privacy-notice/
ACPI Complaint Resolution Policy https://www.alignedcapitalpartners.com/complaint-resolution-policy/
CIRO Search for an Advisor Report https://www.ciro.ca/advisor-report-search
OUR ADDRESS
202-28 Concourse Gate, Ottawa ON, K2E 7T7
Email: smazzotta@alignedcp.com
Tel: 613-225-1555 Fax: 613-225-0788
For general inquiries or to make an appointment with an advisor, please contact directly using the emails provided above or fill in the following contact form:
