Considering Selling Your Western Canadian Financial Services Firm?

We would love to talk.

Acumen has grown by adding one client and one employee at a time. We have maintained an employee-owned culture of entrepreneurs that has adapted with the changes in the financial industry over the past 25 years. One thing that has not changed is our focus on delivering for our clients.

If you share our commitment to clients and you are considering options for succession of your Western Canadian financial firm, we would love to talk. We are looking to grow a little quicker in the next 25.

For a confidential conversation, please contact:
President & Chief Executive Officer


At Acumen, our dedicated team of investment advisors provide individualized, comprehensive and independent advice and account management. We are integrity-driven and operate with only our client’s financial success in mind. Our sole objective is to help each client identify products, resources and market trends that are best suited for their portfolio with their investment timeline in mind. Our goal is to see you reach your financial goals.

Learn more about Wealth Management at Acumen


Acumen’s Capital Markets team is a market leader in small cap research, trading, capital raising and M&A services. We are experts when it comes to identifying promising small cap companies before the broader market recognizes their potential and matching them with appropriate investors.

Learn more about Capital Markets at Acumen

Connect with the Team