We expect to energize our client relationships through our move to Acumen Capital Partners in the following ways:
Big 6 Bank providing back-office infrastructure
With a subsidiary of one of the big 6 Canadian Banks, National Bank of Canada, providing the back-office infrastructure, Acumen allows its Investment Advisors and Portfolio Managers to focus on wealth management.
Enhanced electronic security
Enhanced electronic security including built in data encryption better protects your personal data.
No ticket charges on transactions and transfer fees reimbursed
Reduced client costs include no ticket charges on transactions and a reimbursement of transfer fees upon moving your account(s).
Electronic statements and records
In support of our sustainability goals, Acumen defaults to electronic statements and records but you can still receive paper in the mail if that is your preference.
Other advantages include earlier access to tax receipts, a superior online experience, and a robust client admin and tracking system.
Expanded access to bond desks
Expanded access to bond desks across Canada can provide better rates, terms, and conditions on the fixed income (bond) portion of your portfolio.
Access to segregated funds
Access to segregated funds can provide you with a 100 percent guarantee on principal as well as potentially simplifying the inheritance process, reducing wait times.
Planning tools to minimize estate taxes & ensure asset distributions reflect final wishes
Through its subsidiary, Acumen Estate and Advisory Services Ltd, we are able to provide you valuable planning tools that can help minimize estate taxes and ensure distributions of assets reflect final wishes.
Mortgage and other credit services
Through National Bank, we can now offer mortgage and other credit services.