Individualized Advice
with an Enduring Reputation

Wealth Management & Financial Planning

Achieving Personal Financial Goals

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.

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:

Access to All North American Markets

Various Investment Vehicles Specific to Your Goals

Account Types Including

  • U.S. and Canadian Currencies
  • Cash Accounts
  • Margin Accounts
  • Tax-Free Savings Accounts (TFSAs)
  • Registered Retirement Savings Plan (RRSP) & Locked-In RRSP
  • Registered Retirement Income Fund (RRIF)
  • Registered Education Savings Plan (RESP)
  • Life Income Fund (LIF)

Comprehensive Investment Product Ranges

  • Canadian and U.S Equities
  • Fixed Income
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Margin Trading
  • Derivative Trading

We Offer Fee-Based, Discretionary and Transactional Relationships

Exclusive Access to Our Industry and Company Research Reports

  • Energy Companies
  • Growth Companies

Customized Online Reporting & Statements

Exposure to New Issues and Venture Capital Opportunities

Team Showcase

Your Assets Are Protected

Acumen is a member firm of the Canadian Investor Protection Fund (CIPF). CIPF is an insurance program which covers customer losses resulting from the insolvency of member firms in the Canadian securities industry. You pay no fees for this protection and coverage is automatic when you open an account with us. Contact us for additional details on the nature and limits of coverage. Full details can also be found at www.cipf.ca.

Additionally, the National Bank Independent Network (NBIN) provides us back office services for custody, trading, clearing and settlement of transactions.  NBIN is owned by National Bank of Canada and is the leading supplier of back office brokerage services to the Canadian financial community. The securities industry is closely monitored, and we adhere to the regulations concerning the segregation of securities.