The Laidlaw Team
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, TFSAs, 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 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:
Your Accounts Are Protected
The Canadian securities industry has an insurance program in place called the Canadian Investor Protection Fund (“CIPF”). CIPF covers customer losses resulting from the insolvency of Member firms. Acumen Capital Finance Partners Limited is a Member firm. You pay no fees for this protection and coverage is automatic when you open an account with a dealer that is a Member of the Fund. CIPF covers both “general” and “separate” accounts of customers to a maximum of $1,000,000 each. Abrochure describing the nature and limits of coverage is available upon request. Further details can also be found on the CIPF web site at www.cipf.ca.
In addition, security of your assets is ensured at Acumen. Acumen has engaged NBCN Inc. to provide back office services to Acumen for custody, trading, clearing and settlement of transactions with you. NBCN Inc. is owned by National Bank of Canada and is the leading supplier of back office brokerage services to the Canadian financial community. All securities for which you have paid are “segregated” by NBCN. This means that they are your property and cannot be used in the operations of the dealer. They are also not available to meet the claims of any creditors of the dealer. It is important to know that the securities industry is closely monitored and that all firms must adhere to the regulations concerning the segregation of securities. To monitor compliance with industry regulations, firms are subject to both regular and surprise audits along with annual audits by a public accounting firm.
ABOUT ROBERT W. LAIDLAW
Robert Laidlaw has been in the investment industry since 1983. Prior to joining Acumen in March 1999, he was a Senior Vice President with a large, bank-owned investment firm, having founded and managed the growth of their Calgary Retail operations. Robert gives daily market and investment commentary on behalf of Acumen on Global TV. He has become the trusted voice for Calgary investors. Rob works in an investment sales team with Imran Mulji and Margaret MacBurnie.
ABOUT IMRAN MULJI
Imran joined Acumen in 2010 as an Investment Advisor with the Laidlaw Team. Prior to Acumen, Imran worked at an Alberta based Investment firm as a Financial Advisor and Investment Specialist for 2 years. Imran has completed his Diploma of Technology in Financial Planning, and holds the Canadian Securities Course, Conducts and Practices Handbook, and the Branch Compliance Officers Course.
ABOUT LOREDANA ALAIA
Loredana has been in the Wealth Management industry since 2008. Loredana brings a diverse background in the investment industry having worked in various roles at investment firms here in Calgary. She specializes in providing a high level of service to clients with sophisticated and complex financial needs. Loredana is fully licensed to execute trades and provides comprehensive administrative support to the Laidlaw/Mulji team and clients alike.