Acumen Capital Partners

Reece McCauley joined Acumen Capital Partners in September 2023 for a fall internship and again in May 2024 for a summer internship as an Associate. He is currently pursuing his Bachelor of Commerce degree with a major in Finance from the University of Calgary, Haskayne School of Business. Reece is the head of Equity Research for the Haskayne Finance Club, where he leads several teams. He has worked previously in research and client book building roles. In his spare time, you can expect Reece to be with family and friends. He enjoys several hobbies, some of which include golfing, skiing, and hiking. #wealthmanagement #retirement #financialplanning #retirementplanning https://lnkd.in/gQsmq4FM

Acumen Capital Partners is pleased to have served as the Financial Advisor to the founders of Evans Hunt in the sale of their business. This transaction unites two exceptionally talented marketing agencies who share a common vision of delivering impactful solutions to clients. Congratulations to the awesome team at Evans Hunt! #FinancialAdvisor #Congratulations #Sale #Business #Marketing

Are you a business owner aiming to effectively attract and retain employees? Employee Benefits are a crucial component of your success. Acumen Estate and Insurance Advisory provides a comprehensive range of employee benefits solutions. Reach out to your Acumen Capital Partners advisor to learn more. https://lnkd.in/gd6qKgGp #estateplanning #insurance #peaceofmind #wealthmanagement

Ethan Gertken joined Acumen Capital Partners in July 2024, and holds a Bachelors Degree in Finance from Mount Royal University. Prior to joining Acumen, Ethan worked in the Equity Research team at Stifel Nicolaus Canada. Ethan was a member of Acumen’s 2022 class of co-op students, where he served as a Capital Market Associate. https://lnkd.in/g_jS7MwP #WealthManagement #InvestmentBanking #Investment #NewHire

At Acumen Capital Partners, we understand that estate planning is not just about wealth distribution; it's about preserving your legacy and providing for your loved ones with precision and care. 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. Together, we'll create a comprehensive plan that goes beyond financial assets, encompassing family values, business succession, and philanthropic endeavors. #EstatePlanning #EstateGoals #FinancialLegacy #LegacyBuilding #WealthTransfer  https://lnkd.in/g3zJgkzp

🤠🎉 Yahoo! The Acumen Capital Partners Stampede Party was a blast! A huge thank you to everyone who joined us for the best damn Stampede party of the year. We can't wait to do it all over again next year! 🐎🌟 #Stampede2024 #CalgaryStampede #YYC #BestStampedeParty

Gavin Webb, BBA, CFP, CIM, Portfolio Manager and Certified Financial Planner, was born and raised in Port Coquitlam, the Hometown of Terry Fox, and the location of the new Acumen Capital Partners BC office. Gavin develops technical proposals for clients that assist in succession planning, investing capital from property business sales as well as complex portfolio analysis. His favourite part of working at Acumen is listening to client stories. This gives him a deep understanding of their current situation allowing him to provide suitable solutions when needed. In his free time Gavin enjoys playing rec hockey and is a movie enthusiast. “Anyone But You” is his favourite movie of the year so far. https://lnkd.in/gXMpNHCG https://lnkd.in/gr6uGffN #wealthmanagement #retirement #financialplanning #retirementplanning

☀️🏖️Values on vacation properties have risen dramatically in recent years, and unlike monetary assets, a vacation property is not divisible. There are important tax consequences as well as practical family dynamics between children to consider helping to avoid tension and conflict. Aleem Mussa, MBA, PFP and Loredana Alaia briefly discussion some solutions to these problems. Want to learn more? Contact your Acumen Capital Partners advisor today. #homeowner #vacationproperty #property #estate #estateplanning #taxplanning #wealthmanagement

We are proud to support Cancervive- Ride for Wellspring! #CancerviveRide #givingback #CancerSupport

It was on the first day of July that a beautiful country began. Let’s celebrate! Happy Canada Day! #canadaday #happycanadaday