Acumen Capital Partners is a client-focused firm providing comprehensive wealth management and capital markets services and advice.
Joined June 2021
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Most people know that an FHSA is a First time Home Buyers Account designed to help Canadians purchase their first home.
Chat with an Acumen advisor today!
#FHSA #FinancialFuture #WealthManagement #Home #Investment acumencapital.com/fhsa/
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If you’re ready to make a lasting impact and create a plan for your charitable giving, consider a Donor-Advised Fund (DAF).
Contact your Acumen advisor today to help you leave a legacy for future generations.
acumencapital.com/donor-advi…
#TaxEfficientGiving #DonorAdvisedFunds
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Please join us in welcoming Pankti to the team!
With over 8 years in the financial services industry, Pankti brings a thoughtful, client-first approach along with strong experience.
We’re so happy to have you with us, Pankti!
acumencapital.com/bio/pankti…
#planwithacumencapital
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What’s one money move you’re making this month to keep your finances in tune? Drop it below!
acumencapital.com/wealth-man…
#FinancialAdvice #MoneyTips #BudgetSmart #FinancialWellness
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An unforgettable evening at the 76th Grand Highland Military Ball
Acumen was proud to be part of such a meaningful event, celebrating tradition, community, and the incredible work of this historic regiment
#SupportOurTroops #CommunityMatters #CalgaryHighlanders #MakingAnImpact
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“I did not intend to get rich. I just wanted to become independent.” This powerful reminder emphasizes that financial goals are profoundly personal.
Explore how we can help you achieve your unique financial goals.
#CharlieMunger #FinancialGoals #WealthManagement #Independence
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Curtis Schirrmacher works with high-net-worth families, corporations’ and individuals utilizing a full spectrum of financial tools, from bonds and equities to ETF’s and options.
acumencapital.com/bio/curtis…
acumencapital.com/teams/schi…
#planwithacumencapital #staffspotlight
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Thank you to everyone involved in organizing such a meaningful evening, and those who continue to support the extraordinary work being done in our community. Acumen proud to support the brave Calgary Highlanders
lnkd.in/gZFa2xTk
#HighlandMilitaryBall76 #CalgaryHighlanders
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We know how difficult it is to plan for retirement, especially when there are such scary questions. You aren’t alone! Reach out to your Acumen advisor about your biggest concerns.
Comment your retirement worries below!
acumencapital.com/free-finan…
#ReadyWithAcumenCapital
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We’re excited to welcome Fernando Ponce to the team!
As an Investment Advisor & Associate Portfolio Manager, he brings nearly a decade of experience helping clients navigate their retirement and long‑term wealth goals.
acumencapital.com/bio/fernan…
#WelcomeToTheTeam #ClientFirst
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The right investment advisor can help and guide you on your way to retirement helping prioritize your retirement objectives by setting financial goals. The earlier you start this process with an advisor the better. Do you have a solid plan for retirement?
acumencapital.com/retirement…
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Mateo explains how financial planning helps you stay disciplined when it comes to finances. All areas of financial planning are important. Contact your Acumen advisor today!
acumencapital.com/wealth-man…
#MissionDrivenAdvice #ReadyWithAcumenCapital
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Estate planning is your opportunity to design the blueprint for the legacy you leave behind. Our seasoned experts will work closely with you to understand your values, aspirations, and the specific needs of your heirs.
#EstatePlanning #FinancialLegacy
acumencapital.com/estate-pla…
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Peace of mind is the ultimate measure of successful wealth management. Whether you're seeking high returns or prefer a conservative approach, the key is finding a strategy that aligns with your comfort level.
acumencapital.com/wealth-man…
#MorganHousel #WealthManagement #PeaceOfMind
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To all the moms, grandmas, and mother figures — you are truly appreciated and loved today and always. Happy Mothers Day!
#MothersDay #ThankYouMom #LoveYouMom
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At Acumen, we make charitable giving simple and impactful with a Donor-Advised Fund (DAF). With a DAF, you can streamline your donations, gain tax benefits, and leave a legacy.
acumencapital.com/donor-advi…
#TaxEfficientGiving #LegacyBuilding #DonorAdvisedFund #FinancialPlanning
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Congratulations to Coelacanth Energy Inc. on the successful closing of their 80M bought deal.
Acumen was proud to serve as a Co-Underwriter on the offering.
🔗coelacanth.ca/hubfs/Press …
#InvestmentBanking #InvestmentBank #CapitalMarkets
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Darren Fong specializes in supporting individuals and families during shifts in family structure. His expertise including divorce planning, managing cash flows, support payments and inheritance discussion adds significant value to clients.
acumencapital.com/bio/darren…
#staffspotlight
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Are you planning an important trip? Don’t leave your travels to chance—secure your peace of mind today with travel insurance at Acumen Estate & Insurance Advisory today
Contact Acumen Estate & Insurance Advisory to enjoy your trip worry-free
#TravelInsurance #FinancialSecurity
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Want to teach your child how to be financially responsible?
Empower your child with financial knowledge and watch them grow into responsible adults.
#FinancialEducation #MoneyManagement #ParentingTips #AcumenCapitalPartners
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