Individualized Advice
with an Enduring Reputation

Wealth Management & Financial Planning

At Acumen, our dedicated team of investment advisors provide comprehensive and independent advice tailored to your individual needs and financial goals. 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

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:

Comprehensive Investment Product Ranges

Canadian, U.S and International Equities & ETFs
Fixed Income
Mutual Funds
Structured Alternatives
Derivative Trading

Account Types Including

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)

Fee-Based, Discretionary and Transactional Relationships

Financial Planning & Retirement Planning

Estate Planning & Insurance Advice

Learn more: https://acumencapital.com/estate-insurance

Exclusive Access to Acumen's Industry and Company Research Reports

Energy Companies
Growth Companies

Customized Online Reporting & Statements

Access to New Issues and Early Stage Capital Opportunities

Wealth Management Team Showcase

TriCities Team

The TriCities office specializes in providing comprehensive wealth management services including financial planning and estate planning services.

Laidlaw & Mulji Team

Robert Laidlaw is a trusted voice to Calgary investors with over 25 years experience. His insight is backed by a team with diverse experience across the industry.

LE LIEVRE & MADILL TEAM

With over 40 years of combined experience, our wealth management team’s goal is to help you build wealth, enjoy it, protect it and transfer it efficiently to your family and loved ones.

Woo Fong Investment Group

Investing is not about predicting. It is preparing and adapting. Customized financial plans that includes what we think is the best way to invest for clients: Individual Security Ownership.

Mussa Team

Aleem is an experienced advisor providing his clients with a full suite of investment products and financial planning services along with a concierge level of service.

MacDonald Team

Scott MacDonald believes reliable financial decisions can only come from structured, repeatable processes rooted in long-term, values-based views.

Marshall Team

Marty has over 15 years providing tailored wealth management advice to his clients which includes deep experience in building portfolios, an in depth understanding of capital markets and options strategies.

Walker Mohan Team

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.

Zurevinski Team

Scott Zurevinski joined Acumen Capital Partners in 2023 to provide his clients with top notch service and advice.

Zarchekoff Team

2020 marked 100 years of combined client service for the Zarchekoff Team. They have the necessary experience to help you meet all of your financial goals.

Michalec Team

Mateo Michalec’s ultimate goal is to ensure that his clients feel comfortable and confident about their investment strategy and retirement plan. He uses a combination of fundamental and technical analysis along with proper client risk management to achieve optimal client satisfaction.

Lukawitski Team

Mike has over 35 years of experience as an Investment Advisor and looks forward to continuing to provide top notch advice and service to his clients.

Cairns Investment Management

Our focus is working in collaboration with individuals and families who wish to preserve their capital and achieve tax-efficient growth.

Silverberg Wealth Management

The team at Silverberg Wealth Management offer a personalized, private wealth partnership that provides complete transparency and total accountability.

Barnett Team

Scott Barnett works closely with clients to develop an investment strategy and customized portfolio based on a thorough understanding of their personal goals and objectives.

Schirrmacher Team

With over 20 years of market experience running institutional trading operations for multinational banks and corporations in Calgary, Curtis provides individualized support for your unique financial goals.

Stefanuk Team

With more than 20 years of experience as an investment advisor, Jason Stefanuk has the experience and knowledge to provide seasoned advice to assist his clients in achieving their financial goals.

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, 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.

A portrait of Gavin Webb

Contact Our Team