The Tolg Team
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 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:
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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.
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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.