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

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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.

Over 20 Years
Serving Canada’s Investment Needs

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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.