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The Zarchekoff Team

 

The Zarchekoff Team is 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.

 

We Understand

We understand 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.

 

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 (BOB) ZARCHEKOFF

Bob has been an Investment Advisor since 1983. He received his Commerce degree from the University of Calgary and was initially trained in New York with a major Wall Street firm. Bob joined Acumen in 2017 and looks forward to providing his clients with dedicated service.

 

ABOUT RODNEY (ROD) ZARCHEKOFF

Rod has been an Investment Advisor since 1994. Previous to that, he was a small business owner/manager. Since many of his clients are business owners and/or professionals, this helps him relate very comfortably to their financial issues. Rod is a graduate of the University of Calgary.

 

ABOUT JANE MCKENNA

Jane has been in the financial services industry since 1981. She has been a Branch Administrator and also an Operations Manager which gives her an intimate perspective of the administrative side of the business. Jane's vast knowledge and experience is a valuable asset for providing superb client service.