Acumen Capital Partners

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Can you afford to let everything slip through your fingers? Business owners rely on their company to provide family inco...
04/07/2026

Can you afford to let everything slip through your fingers?
Business owners rely on their company to provide family income, personal financial security, and a legacy for the next generation. Many business owners don't even know they could have a problem.
Understanding the issues that owners and shareholders face, through the various phases of the business life cycle, can mean financial health for you, your business, and your family.
https://acumencapital.com/wp-content/uploads/research-archive/a7e75a8c47-3.pdf

Whether you’re celebrating with family, friends, or simply enjoying the arrival of spring, may this season bring new beg...
04/05/2026

Whether you’re celebrating with family, friends, or simply enjoying the arrival of spring, may this season bring new beginnings and happiness your way. Happy Easter!
Here’s to fresh starts and bright days ahead! 🌷✨

“If you want to do better as an investor, the single most powerful thing you can do is increase your time horizon. Time ...
04/02/2026

“If you want to do better as an investor, the single most powerful thing you can do is increase your time horizon. Time horizon is the most powerful force in investing.”
The Psychology of Money by Morgan Housel

Hey, future bosses! Here’s a quick money tip: Start small but start now. Even saving just $5 a week can add up big over ...
04/01/2026

Hey, future bosses! Here’s a quick money tip: Start small but start now. Even saving just $5 a week can add up big over time — think of it like investing in your future freedom (hello, no ramen for life!).

Budget smart, avoid debt traps, and remember: your money should work for you, not the other way around.

You’ve got this!
https://acumencapital.com/free-financial-plan/

03/31/2026

Parents are considering gifting earlier instead of leaving everything in the will. There are many options to consider such as: annual payments through a trust structure, inter-family lending through forgivable loans, educational funds, or direct payments.
Reach out to your advisor and find out how to best help your family when they need it most.

Donny Woo, head of the Woo Fong Investment group at Acumen and member of the Board of Directors & Executive Committee ha...
03/25/2026

Donny Woo, head of the Woo Fong Investment group at Acumen and member of the Board of Directors & Executive Committee has spent his entire 25 year career at Acumen.
He also co runs the Discretionary Portfolios under the name ACUPURE.

Concentrated Portfolios that integrate with the team’s focus on in depth financial & estate planning.

Learn more about Donny below!
https://acumencapital.com/bio/donny-woo/
https://acumencapital.com/teams/woo/
https://www.acupureinvestmentmanagement.com/

Feeling frustrated with your bank's mutual fund investments? Exhausted by high investment fees that seem to chip away at...
03/24/2026

Feeling frustrated with your bank's mutual fund investments? Exhausted by high investment fees that seem to chip away at your hard-earned savings?

You deserve better. At Acumen Capital Partners, we understand that every dollar counts. That's why we're committed to providing you with investment solutions that are not only catered to your unique needs but are also transparent and cost-effective.

Our team of experienced advisors is here to help you navigate the complexities of the financial world and make informed decisions that align with your goals. We believe in building long-lasting relationships based on trust, transparency, and a shared vision for your financial future.

Experience the difference at Acumen Capital Partners.
🔗 Learn more about our wealth management services at https://acumencapital.com/wealth-management/

Business continuation planning considers the events that could jeopardize the viability of your business and offers stra...
03/19/2026

Business continuation planning considers the events that could jeopardize the viability of your business and offers strategies to protect against those eventualities through insurance. Such risks include death, disability or critical illness of a key employee or shareholder.
We can help you every step of the way. Talk to your Acumen advisor today.
https://acumencapital.com/estate-insurance

“Golf is the closest game to the game we call life. You get bad breaks from good shots, you get good breaks from bad sho...
03/18/2026

“Golf is the closest game to the game we call life. You get bad breaks from good shots, you get good breaks from bad shots, but you have to play the ball where it lies.” - Bobby Jones
As with investing, golf is a game that has breaks good and bad. Sometimes the wind works in your favour, sometimes it doesn't.
We would love to hear what your favourite golf course is and why!

Here’s to finding your pot of gold at the end of the rainbow! Happy St. Paddy’s Day! 🌈✨
03/17/2026

Here’s to finding your pot of gold at the end of the rainbow! Happy St. Paddy’s Day! 🌈✨

Acumen is expanding our wealth management team. If you have a passion for helping clients achieve their goals but feel c...
03/12/2026

Acumen is expanding our wealth management team. If you have a passion for helping clients achieve their goals but feel constrained by your current firm and are considering a change, Acumen could be the perfect fit.
Let’s talk.
https://acumencapital.com/empower-your-career/

Leanne Bectold is a vital asset to the Woo Fong Investment Group and is known for her unparalleled service as an Investm...
03/11/2026

Leanne Bectold is a vital asset to the Woo Fong Investment Group and is known for her unparalleled service as an Investment Advisor Assistant. With a diverse background in Client Administration and Wealth Management, she excels in client-centered service, account administration, and ongoing professional development.
Her expertise and commitment to exceptional service foster strong client relationships, ensuring satisfaction and trust in every interaction.

Learn more about Leanne below!
https://acumencapital.com/bio/leanne-m-bectold/
https://acumencapital.com/teams/woo/

Address

Suite 800, 500 4th Avenue SW
Calgary, AB
T2P2V6

Telephone

+14035710300

Website

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