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The Tolg Team

 

TESTIMONIALS

I want to Thank You for helping us put together such a great portfolio. I am so pleased with the performance and growth so far. MG

 

I reviewed your picks and my account to date. You have had a remarkable record for picking some good stocks. The problem has been a client who is gun shy (me) and that has held the account back. Anything you see that looks good let me know and I will try to be more aggressive. Thanks for your patience. RH

 

We are thrilled with the great return in the first half of the year! As I've said in the past, we are so happy to have moved our accounts to you. MD

 

Al, many, many thanks for all your great work. You are an outstanding financial advisor! I just wanted to say again how much I enjoy these quick reports. I especially liked this one because of the retirement info, a topic that is top-of-mind with me. I feel like someone is paying close attention to my investments. MS

 

You are doing a heck of a fine job mister !!!! Thank you just doesn’t justify how I really feel.  Please keep doing what you are doing!! You are helping me to see that there may be light at the end of the tunnel after all. JM

 

    AlAl Al, many, many thanks for all your great work. You are an outstanding financial advisor! MS

 

 

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

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.

 

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 ALAN R. TOLG

Mr. Tolg has 29 years of diversified experience working in the oil business in Calgary before joining Acumen Capital Partners in June of 2012. For the last 15 years prior to joining Acumen he has raised funds for investment into public and private oil and gas companies that he founded, built-up and sold.  Throughout his career Mr. Tolg has been closely connected to the capital markets successfully managing his own investment portfolio. Mr. Tolg has a Bachelor of Science Degree in Geology.