Acumen Capital Finance Partners Limited
Located in Port Coquitlam, BC, our office focuses on serving the wealth management needs of our clients. Balancing risk with the need to produce the target returns for your Portfolio, we draw upon a deep tool box built over three decades of experience. Our team actively monitors your Portfolio in consideration of your personal risk tolerance, investment objectives and financial goals.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed and you can count on unbiased recommendations and impartial guidance. We are proud members of The Canadian Investor Protection Fund and here to help you in any way we can.
glapierre@acumencapital.com
604.552.9600
Guy Lapierre has been helping clients manage their wealth for over 30 years and is the Branch Manager of the TriCities office. Specializing in implementing conservative strategies that preserve your wealth while generating growth, we look to minimize your taxes while respecting your personal time
glapierre@acumencapital.com
604.552.9600
Guy Lapierre has been helping clients manage their wealth for over 30 years and is the Branch Manager of the TriCities office. Specializing in implementing conservative strategies that preserve your wealth while generating growth, we look to minimize your taxes while respecting your personal time horizons, risk tolerances and long term financial objectives. Using a time tested reliance upon dividend paying stocks, fixed income securities, and being willing to hold cash in volatile markets, our clients have enjoyed a predictable rate of return without negative surprises.
Active within his community, especially in advocating for transplant patients, Guy supports The Kidney foundation of Canada, Medicins Sans Frontier, and the fund created by himself and his wife, Amanda Lapierre, Live Then Give (LTG). The LTG Fund focuses upon a single challenge, to increase organ donor registration, that represents a problem with a solution achievable in the short to medium term.
rmiller@acumencapital.com
604.474.5236
Robert Miller (Rob) has been helping individuals and families create and implement customized financial plans that suit their unique set of circumstances and goals since 1996. To further add tax efficiencies to investing, Rob utilizes fee-based accounts. Contact Rob for details.
Rob firmly believes
rmiller@acumencapital.com
604.474.5236
Robert Miller (Rob) has been helping individuals and families create and implement customized financial plans that suit their unique set of circumstances and goals since 1996. To further add tax efficiencies to investing, Rob utilizes fee-based accounts. Contact Rob for details.
Rob firmly believes that getting to know his clients well and building long-term relationships is the best way to help them financially at every stage of their life.
bdemetrioff@acumencapital.com
604.474.5235
As an Investment Advisor, Bill strongly believes that when it comes to the investing public, “the more they know and understand, the more comfortable and better investors they become.” To Bill every client is unique, and uniqueness has to be taken into account when formulating strategy. There i
bdemetrioff@acumencapital.com
604.474.5235
As an Investment Advisor, Bill strongly believes that when it comes to the investing public, “the more they know and understand, the more comfortable and better investors they become.” To Bill every client is unique, and uniqueness has to be taken into account when formulating strategy. There is no single approach and investing style that is suitable for everyone. Everyone has different personalities, risk profiles, preferences, constraints, resources, and objectives. From experience, Bill has learned that there is no quick route to financial success. It takes hard work, commitment, and dedication to plan. Good investment strategies are what ultimately drive the success of a financial plan. It’s the quality of investments that provide consistency and stable growth.
gwebb@acumencapital.com
604.474.5231
Gavin Webb is a Certified Financial Planner (CFP) and an Associate Portfolio Manager. In addition to developing his own client relationships, he develops technical proposals for our clients of the TriCities office that assist in succession planning, investing capital from property business sales as well as complex portfolio analysis.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Mary Hill, Port Coquitlam, British Columbia, Canada
Toll free: 1 (888) 809-6541 Phone: (604) 552 9600 glapierre@acumencapital.com
Monday - Friday: 8am - 4pm
Saturday - Sunday: By appointment
Tricities Financial
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