Estate planning/Services
Plan now for a bright future!
We are proud to inform you of a branch initiative to provide security for our clients and their families. Many of you have approached us about settling an estate, planning for unforeseen events like death in the family or providing protection for loved ones in cases of injury or death.
Being fully licensed to provide insurance products from top providers in Canada, we can build on the investment advice that we are already providing you to protect your wealth even more fully. Several situations can arise leading to the need to meet with us to discuss your situation.
- A new mortgage or renewal,
- a change of job or occupation,
- the birth of a child or grandchild,
- A marriage or divorce is another reason to review your needs.
Additionally, business owners have asked us to review their existing employee benefits program or introduce a new program to assist in attracting or retaining good people. Protecting all parties with buy-sell agreements and other measures can increase the strength and long term resilience of your business.
Acumen Capital Partners (Tricities branch) also provides a wide range of private client services and products including:
- The full spectrum of investment accounts for all types of investors – including US and Canadian currency accounts, cash accounts, margin accounts, RRSP, RRIF, LIF, IPP and locked-in RSPs.
- One of Canada's lowest cost self-directed RRSP accounts.
- Access to all North American markets.
- Fixed income products, mutual funds, tax advantaged investments, options and derivative products.
- Access to PI (and National Bank Financial) individual company research reports and updates, as well as industry reports, with a focus on specific markets.
- Access to equity and fixed income new issue products.
- Access to venture capital opportunities, including private placements, through our corporate finance/investment banking team.
- Your choice of account from fee based to traditional commission based.
- On-line access to account and research information.
- Life insurance products through our affiliated life insurance subsidiary, Acumen Capital Partners.*
*Recommendations, solicitations, or advice can only be provided by an Acumen Capital Partners licensed insurance advisor.
If you have any questions regarding the services we offer, please do not hesitate to email or call us at (604) 552 9600