Join Our Wealth Management Team
EMPOWERMENT TO BUILD & CONTROL YOUR BUSINESS
Upload Your Business Plan
If you are a financial professional ready to grow a book of business as an advisor at Acumen, upload your business plan for our review.
OUR BUSINESS PILLARS
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 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.
CLIENT CENTRIC
Seamless client transition experience: We recognize that it’s not just you who’s coming to Acumen. Your clients are making the move as well. We are dedicated to ensuring the transition is seamless as possible.
Client comfort and security of assets: Custody services and back-office services provided by NBIN, a subsidiary of National Bank of Canada. NBIN is the leading supplier of back-office brokerage services to the Canadian financial community.
Client reporting: Online capabilities to view accounts and receive paperless statements, confirmations and tax reporting documents; customized reporting available on-demand.
What Acumen Advisors Have to Say
Best career move that I ever made! Great group of people with a no-nonsense approach to serving clients. No hidden agendas. Total autonomy. I feel rejuvenated. I should have made the change earlier!– Bob Zarchekoff
If you are like us and are looking for an Investment House that allows you to:
-Design, build and develop your own business
-Provide the necessary tools and resources to enhance your success
-Provide access to the full gamut of investment products and global markets
-Pay you on the most competitive grid on the street
-Allow you to gain ownership and a share of the profits of an established and well-respected INDEPENDENT investment company
-Work alongside like minded, motivated and fun colleagues
Then Acumen Capital Partners is for you. – Sheldon LeLievre and Craig Madill
Upload Your Business Plan
If you are a financial professional ready to grow a book of business as an advisor at Acumen, upload your business plan for our review.