Acumen is an innovative and active investment boutique providing comprehensive wealth management and capital markets services and advice. Acumen is 100% employee-owned and truly independent. We are focused on providing individualized and comprehensive financial advice to Canadians from coast-to-coast.
We bring great companies to institutional clients and provide insight and capital to fuel your business' growth. At Acumen, we put the interests of our clients first. Our reputation of integrity, insight and value is the cornerstone of all our relationships. We pursue well vetted investment opportunities, always with the intention of providing excellent returns for our clients.
We bring great companies to institutional clients and provide insight and capital to fuel your business' growth. At Acumen, we put the interests of our clients first. Our reputation of integrity, insight and value is the cornerstone of all our relationships. We pursue well vetted investment opportunities, always with the intention of providing excellent returns for our clients.
Services
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Over the past 25 years, we've grown into an innovative and active boutique investment firm that has been honoured to help investors, like you, with your wealth management and capital markets needs. Our commitment to integrity, insight and value have remained unwavering. Having the chance to partner with you and tailor our work to your unique goals has been a delight over the past 25 years.
Wealth Management
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At Acumen, our dedicated team of investment advisors provide individualized, comprehensive and independent advice and account management. We are integrity-driven and operate with only our client's financial success in mind. Our sole objective is to help each client identify products, resources and market trends that are best suited for their portfolio with their investment timeline in mind.
Institutional Sales & Trading
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Acumen has over 25 years of experience covering Canadian and U.S. financial institutions, including pension funds, mutual funds and hedge funds. We are experts when it comes to identifying promising small cap companies before the broader market recognizes their potential and matching them with appropriate institutional investors.
Investment Banking
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Our Investment Banking Team's sole focus is to partner with great high growth businesses to create shareholder value. Our objective is to identify great small-cap growth companies, introduce them to our investor base, provide them with sound financial advice, access to growth capital, and assist them in leveraging the capital markets.
Research
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The Acumen research group is comprised of experts with technical skill, as well as the proficiency to accurately assess investment risk. Acumen clients have access to concise, timely and relevant communication on small cap growth and energy companies to assist them in establishing and growing their investment portfolio.
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