Schedule an Appointment
Please follow the link below to schedule your review meeting. When setting up your meeting please select to meet with Morgan Adams. This will take you to Morgan’s calendar so you can be sure he is available on the date and time you want to meet. Once you have selected the date and time for your meeting, our office will be notified.
Please book 1 hour even though we may take more/less time. You will receive a reminder email the day before your meeting. When scheduling your meeting, please indicate if you would prefer to meet in the office or online through Microsoft Office Teams. Once your meeting is scheduled you will receive an updated meeting invite a few days before the meeting that will include a link to join the Teams meeting at your scheduled time.
When booking your meeting, please allow 2-3 business days before your meeting date to allow our office to prepare for the meeting.
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 TIER One Investments Inc., an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/TIER One Investments and covered by the CIPF. Financial Planning and insurance services are provided through TIER One Planning. TIER One Planning is an independent company separate and distinct from ACPI/TIER One Investments.