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
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.
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.
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.
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.
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.
Reviews (6)
Slawomir Lisznianski
Feb 01, 2022
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Mateo Michalec helps our family invest in companies that work towards a healthier and more connected planet. Mateo is incredibly motivated by the enormous impact we can have on Earth by making it easier to get to space and to do all the incredible things there. He focuses on innovation and exploration, keeping countries connected and borders protected, climate change, and smarter management of resources for sustainable life on Earth.
Tom Hong
Feb 17, 2021
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Kelly Pickrell
Jan 15, 2021
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Bob Zarchekoff has been managing my personal investments since the late 90’s. Given that I’m not investment-savvy, it’s great peace-of-mind knowing that Bob will take care of everything, regardless of the market conditions, while making the whole experience effortless on my part. Seeing my modest early investments grow over the years into a strong portfolio for my family, I could not be a happier client. Bob and his assistant Jane are real pros, and I wholeheartedly recommend this team!
Mike Pasaj
Oct 01, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Darren and his team have never let me down . Over the last few years of dealing all my questions have been answered in a way I understand . I have full trust in this team and zero regrets . Keep up the great work ! I would highly recommend using Darren and his team.
Darren and his team have never let me down . Over the last few years of dealing all my questions have been answered in a way I understand . I have full trust in this team and zero regrets . Keep up the great work ! I would highly recommend using Darren and his team.
Jason Gracel
Jun 18, 2020
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James Strilcic
Nov 20, 2019
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Craig and Sheldon are superb! There level of service for me and my business has been nothing but exceptional. They update me regularly with market changes and conditions, best part of it all is when I call or send and email for anything, the response is immediate. Not to mention there knowledge has made me alot of money, far more than the bank ever did! I always recommend Accumen every chance it get!
