Wealth Management
Advice and account management tailored to your individual needs and financial goals.
Individualized
Comprehensive
Independent
Acumen Capital Partners
COVID-19
As developments regarding COVID-19 continue to unfold, we would like to reassure you that we are continuing to provide all services for our clients, with many of the Acumen team currently utilizing remote work arrangements. We are closely monitoring developments regarding the spread of the virus and continually assessing potential impacts it could have on our operations. Acumen has a business continuity plan, and we are prepared to continue operations under a variety of different scenarios. If you have any questions, please contact your Advisor.
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.
