WEALTH MANAGEMENT SERVICES
We offer premier independent wealth management services that puts your financial goals and interest first. At Acumen, we pride ourselves on providing personalized financial solutions to help you achieve your financial aspirations. We understand that each client is unique and has different goals, which is why we tailor our approach to meet your specific needs. We utilize data-driven insights to provide comprehensive, objective, and transparent advice. Our commitment to excellence and transparency means that we are always looking for ways to improve our clients’ financial outcomes. We provide regular communication and reporting to keep you informed and engaged in your financial progress. We believe in building long-term relationships with our clients, and we are committed to providing exceptional service that exceeds your expectations.
ESTATE PLANNING AND INSURANCE ADVISORY SERVICES
Applying the same integrity-driven principles as we do for our investment related advice and services, we are continually striving to find ways to protect and enhance your well-being. Our Sr Estate and Insurance Advisor works with us to help meet insurance and estate planning needs of our clientele. Acumen Estate and Insurance Advisory acts as a broker on your behalf and is accessing the full insurance marketplace, so we can provide the full range of providers like Manulife, Canada Life, Sunlife, & Empire Life, to name just a few. Some of these services include solutions to: preserve your wealth capital, protect income, cash flow, or business operations, and facilitate succession planning.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simple want to share their good fortune. We can help you find the most efficient way to bestow gifts and help ensure your donations are handled appropriately.
RETIREMENT PLANNING SERVICES
What amount do I need to save to retire? Will it last? These are common questions, and we can help you answer them. We are here to help build a retirement plan, show you how to best utilize your savings in retirement and eliminate concerns about market volatility impacting your portfolio. You have done the hard work in saving for retirement. Let us make sure it is invested to achieve your goals. We provide comprehensive retirement modeling and planning services, and we assist you to define a stable retirement income, forecast tax implications, and maximize a withdrawal strategy.
PRIVATE BUSINESS M&A SERVICES
We can provide our inhouse M&A investment banking team to aid with the sale or transition of your private small businesses. We work with small businesses across Canada, helping entrepreneurs exit or transition out of their business. We assist with establishing market value, locating prospective buyers, and facilitating a transaction. Our experienced team will help you navigate the process of finding the right buyer, negotiating the sale, and managing the legal and financial aspects of the transaction. We have a proven track record of successfully selling businesses in a variety of industries. Our team will work with you to maximize the value of your business, ensuring that you get the best possible return on your investment.
Risk Management & Insurance
We are here to help you identify risks to your financial security, quantify the effects and help you create a contingency plan. Whether it’s an insurance solution, or an alternative risk management strategy, we have the knowledge and expertise to help you.
Strategic Tax Planning
Our Team, working with your other legal and tax advisors, can help to ensure you are taking advantage of the tax planning opportunities available when structuring your insurance and investments. Whether it’s saving strategies, restructuring your corporation, or withdrawing your retirement assets; we can help to ensure you are appropriately advised.