True independence: Latitude to offer objective, un-biased advice that is right for your clients without the pressure and conflict of interest from proprietary products.
Brand recognition: Acumen’s presence on television and digital media as well as the local community result in a strong recognition of our brand.
Flexible business models: Competitive fee based programs; discretionary platform which supports your own models or provides access to highly qualified 3rd party money managers; transaction based platform.
Best-in-class operational platform: Same day account opening including digital signatures; account management and on demand client reporting tools; financial planning & estate planning tools; flexible trade entry system; electronic system for non-trade client instructions; quotes, charts, news tools; and more.
Access to a full range of products and services: Internal and 3rd party research including National Bank Financial and Credit Suisse; access to multiple bond desks and new issues from multiple sources including Acumen’s Investment Banking group; offer all account types, both registered and non-registered, CAD and USD currencies; access to in-house insurance experts with products from numerous insurance carriers; access to preferred mortgage and HELOC lending.