Private Clients

Acumen's Investment Advisors are committed to the success of our clients by providing advice and account management targeted to each client's specific personal financial goals. Acumen provides access to a full range of investment products and services to help each client identify and reach their financial goals and objectives. These include RRSPs, RESPs, RRIFs, mutual funds, bonds, new issues, derivative products, Canadian and U.S. equities. We offer this comprehensive range of investment products and services from an independent, integrity-driven platform.

Acumen Understands

Acumen understands that the aspirations of investors are dynamic, complex, and will only be met through a full range of investment products. Acumen provides full service investment capabilities to directly satisfy all financial objectives, including:

• Access to all North American markets.
• Portfolio management utilizing various investment vehicles that balance your needs for growth as well as income.
• Nationally and internationally recognized research across all industries and economics.
• Account types include: U.S. and Canadian Currencies, Cash Accounts, Margin Accounts, Tax-Free Savings Accounts (TFSAs), RRSP, RRIF, RESP, LLIF, Locked-In RRSP.
• Our comprehensive investment product range includes: Canadian and U.S. equities from blue chip to speculative, margin trading, derivative products, mutual funds, fixed income.
• Exclusive access to Acumen's industry and company research reports with a focus on junior oil and gas producers and small market cap growth companies.
• Customized reporting and statements. Online capabilities to view accounts.
• Exposure to new issues and venture capital opportunities through Acumen's Investment Banking group.

Canadian Investor Protection Fund Account Coverage

Customers' accounts are protected by the Canadian Investor Protection Fund within specified limits.  A brochure describing the nature and limits of coverage is available upon request.