“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.

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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.