Wealth Management
Advice and account management tailored to your individual needs and financial goals.
Individualized
Comprehensive
Independent
Acumen Capital Partners
COVID-19 Updates
Expect the same individualized, comprehensive and independent advice and account management as Acumen advisors work remotely
Financial-planning and investment advice provided by Acumen advisors are recognized as an essential service and will continue without disruption. We are here to answer your questions, provide top-notch service and address any issues you may have. We want you to know that your financial well-being remains our exclusive focus. We’re confident that we can continue to navigate the way forward together.
Invested
In Meeting your Financial Goals
At Acumen, we put the interests of our clients first. Our reputation of integrity, insight and value is the cornerstone of all our relationships. We pursue well vetted investment opportunities, always with the intention of providing excellent returns for our clients. We value entrepreneurship, accountability, and responsible corporate citizenship. With these values at the forefront of all of our endeavors, each of our team members strive to ensure that our services and research result in optimal returns on your investments.
Capital Markets
We bring great companies to institutional clients and provide insight and capital to fuel your business’ growth.
Over 20 Years
Serving Canada’s Investment Needs
Acumen is a vibrant and active boutique investment firm founded in Calgary in 1995. With over 35 team members, we are 100% employee-owned. We are a member firm of the Investment Industry Regulatory Organization of Canada (IIROC), providing integrated wealth management and financial planning services to Canadians from coast-to-coast. Our client’s protection and comfort is also enhanced by our membership in the Canadian Investor Protection Fund.
