Individualized Advice
with an Enduring Reputation

Wealth Management & Financial Planning

Achieving Your Personal Financial Goals

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

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

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

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.