Achieve Your Financial Goals with Acumen Capital Partners
Comprehensive Advice
At Acumen, our dedicated team of advisors provide comprehensive advice tailored to your individual needs and financial goals.
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Tools & Resources
The financial investment landscape is both diverse and complex, but Acumen has expertise in the full suite of portfolio products and markets. To facilitate your success, we utilize:
Comprehensive Investment Product Ranges
Canadian, U.S and International Equities & ETFs
Fixed Income
Mutual Funds
Structured Alternatives
Derivative Trading
Financial Planning
Full Range of Account Types
U.S. and Canadian Currencies
Cash Accounts
Margin Accounts
Tax-Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP) & Locked-In RRSP (LRSP & LIRA)
Registered Retirement Income Fund (RRIF) & Life Income Fund (LIF)
Registered Education Savings Plan (RESP)
Registered Disability Savings Plan (RDSP)
First Home Savings Account (FHSA)
Access to New Issues and Early Stage Capital Opportunities
Estate Planning & Insurance Advice
Learn more: https://acumencapital.com/estate-insurance
Fee-Based, Discretionary & Transactional Relationships
Customized Online Reporting & Statements
Exclusive Access to Acumen's Industry and Company Research Reports
Energy Companies
Growth Companies
Next Steps?
We’d love the opportunity to discuss you needs. Contact us to learn more.