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Acker Wealth Management

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Address 24 Harbourside Dr 8 Wolfville NS, B4P 2C1
Telephone Number (902) 542-6150
Email Email us
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Welcome!

 

Choosing Acker Wealth Management comes with 5 compelling benefits:

 

1. Profession Expertise: Our team brings a wealth of experience and deep knowledge in financial management, ensuring you receive high-quality, informed advice tailored to your needs.

 

2. Comprehensive Financial Advice: We provide holistic financial guidance, covering everything from investments and retirement planning to tax strategies and estate planning, to help you achieve your financial goals.

 

3. Risk Management: We focus on identifying and mitigating financial risks to safeguard your assets and secure your financial future.

 

4. Accessibility: Our client-centric approach means we're easily reachable and responsive, making it simple for you to get the support and answers you need when you need them.

 

5. Family Office: We offer specialized services that cater to the unique needs of high-net-worth families, including wealth preservation, succession planning, and multi-generational wealth management.

 

 

The Acker Wealth Commitment:

- Acker Wealth Management means partnering with a team dedicated to providing tailored solutions and exceptional service to help you navigate your financial journey with confidence.

 

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

Click here
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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

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Contact us

Address

Acker Wealth Management Address
24 Harbourside Dr 8
Wolfville, NS B4P 2C1
Telephone number: (902) 542-6150
Toll-free: 1 (844) 542-6150
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.