Dan Brassard
Partner, Navacord of Aligned Capital Partners Inc @Navacord
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WORK HISTORY
Partner, Navacord of Aligned Capital Partners Inc @Navacord
CA
Navacord of Aligned Capital Partners Inc.Focused on your financial growthInvestors give a lot of trust to their banks and financial advisors, often not asking or knowing how their investment strategies really work. At Navacord of Aligned Capital Partners Inc, we’re committed to transparency and maximizing performance. We educate our clients so that you know how we’re investing, what options are available to you, and how we can leverage those to optimize your portfolio. We focus our attention on what matters most to you: creating and optimizing your wealth. Access to high quality investment products We have established strategic partnerships with the best portfolio managers fromacross Canada. Get access to high-performing funds that would normally be that would normally be reserved for the ultra high net worth investor. Low management feesManagement fees can have a big impact on the growth of your investments. By lowering your cost of investment, we help you get more out of your portfolio. An innovative technology platformInvesting with Navacord of Aligned Capital Partners Inc. is simple with our digital onboarding process. Our web-based intuitive reporting dashboard shows you real-time portfolio performance in a way that you can easily understand. Relationships matterAbove all else, we value your trust. By getting to know you and what matters most, we can make proactive recommendations to get you to your financial goals, even as things change in your life and in the market.High-performance investment strategiesWe design signature portfolios that are uniquely positioned to deliver results based on your investment goals and your risk tolerance.
EDUCATION
Canadian Securities Institute
Wealth Management Essentials (WME)
Canadian Securities Institute
Canadian Securities Course (CSC)
NAIT (Northern Alberta Institute of Technology)
Instrumentation Engineering Technology, Instrumentation Technology/Technician
Alberta Insurance Council
LLQP Insurance Course
FP Canada
Certified Financial Planner CFP®, Financial Planning and Services
Canadian Securities Institute
Conduct and Practices Handbook Course (CPH)
ABOUT DAN BRASSARD
Being an entrepreneur gives you a unique ability to ask the right questions, listen carefully, and think outside the box. I have been an entrepreneur for most of his career, from launching my own small business early on to now being a Partner at Navacord.Combined with my long standing experience with investment management, my specialized Certified Financial Planner (CFP®) designation as well as my Certified Investment Managers (CIM) designation, I bring a sophisticated and well-rounded approach to financial planning and investment management. I recognize the value of lifelong learning, especially in the dynamic field of finance. I am always looking for ways to grow and improve to provide me an even higher level of understanding of the complexities within financial markets.Throughout my career, I have built strong relationships and a great reputation within the business and finance communities, which has made me a trusted advisor for many professionals and entrepreneurs across Alberta.
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