OUR VALUES
SUCCESS IS DRIVEN BY PURPOSE
As an entrepreneurial organization, we have the experience, discipline, and drive to reach our goals; how we do it is what matters.
COMMITMENT
We embrace a growth mindset in everything we do.
INTEGRITY
Our culture is built on a foundation of doing what is right, not what is easy.
RESPECT
We understand our role and accountability to all of our stakeholders.
Our Story.
Vision. Mission. Values.
Founded in 2006, we are one of Canada’s first Exempt Market Dealers having raised over 1.25 billion of Private Capital. Today we are a fully integrated financial services firm offering exempt market investments paired with our discretionary portfolio management service, affording choice to fit changing client needs.
Our structure allows our Public Portfolio Managers and our Private Market Specialists to work hand in hand in creating a diversified portfolio for each unique client. We’re proud of our roots but remain agile in the face of change as we continuously seek to bring Private Capital to all Canadian investors.
Leadership.
Pinnacle Wealth continues to be recognized as a leader in exempt market investments, and as a forward thinking and innovative firm within the Canadian Financial Services industry.
We’re proud to be supported by a leadership group of highly skilled and innovative professionals that continue to inspire and support the growth and development of all stakeholders within Pinnacle Wealth.
Adam Hoffman, LL.B, TEP
CEO
A better experience for everyone.
Pinnacle Wealth created equitable financial access for all Canadians through the core business model we were founded on.
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As a pioneer in the exempt market space, we provide an integrated suite of financial services that empower our workforce to elevate the expectations of our clients and partners.
We are grateful to our clients, team, and partners for the opportunity to continue to grow along with them.