Walker Mohan Team

“Your success is our success.”

 

With over 45 years of combined experience, the Walker and Mohan team have been putting their clients interests first. Our team has the expertise to manage your wealth, plan your finances, and secure your legacy. As professional investment advisors, we offer you comprehensive solutions for your wealth, finances, and estate planning needs.

 

Our clients are long-term partners who share a common vision: achieving financial and lifestyle goals. Your financial and lifestyle goals are our priority. That’s why we partner with you for the long-term and work together as one team. We align our focus with yours and work with you through the various stages of your life.

 

Click here for a Free Financial Plan

 

Our Approach

 

  • We tailor our wealth management advice to meet your individual goals and needs. We don’t use a one-size-fits-all approach. We customize our advice to suit your unique situation and lifestyle. We know that investors have diverse and evolving goals, and we offer a full range of investment products to fulfil those goals.
  • We help you achieve your goals with our full-service investment suite of products. We recognize that clients face dynamic and complex challenges, and we have a variety of strategies to address those needs.
  • Acumen is an independent investment dealer that serves your interests and has no obligations to any financial institution. We can offer you a wide variety of customized products to meet your objectives.

The Right Team has the Right Tools

comprehensive investment product ranges

  • Canadian, U.S., and International Equities & ETFs
  • Fixed Income – GIC & Bonds
  • Mutual Funds
  • Structured Notes
  • Derivative Trading

All 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)
  • Individual Pension Plan (IPP)

Financial Planning

Financial planning is the process of managing your money wisely to reach your financial goals and secure your future.

Estate Planning and Insurance Advice

Acumen Estate & Insurance Advisory offer a strategic process of organizing your assets and distributing them according to your wishes.

customized online reporting & statements

We offer customized online reporting and statements with tailored financial information.

Fee-based and transactional relationships

We provide a range of financial services, including fee-based relationships for comprehensive financial management and transactional services for specific financial needs.

Exclusive access to acumen's industry and company research reports

Gain exclusive access to Acumen’s industry and company research reports, unlocking valuable insights and intelligence for informed decision-making.

access to new issues, initial public offerings (ipo), & early stage startups

Access new issues, initial public offerings (IPOs), and early-stage startups, giving you the opportunity to invest in the latest opportunities in the market.

Charitable Giving

Charitable giving is a key part of maximizing tax benefits and supporting causes you care about.

Connect with the Team