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.
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:
*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
Tricities Financial
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