Meet our friendly advisors local to the Alberta area. Select an advisor to find out where they're registered and how you may get in contact with them.
Bill comes from a farming and ranch background in the Southern Alberta community of Rosemary. His plan was to continue in agriculture after his time at the University of Saskatchewan. However Bill had a great opportunity to work with Farm Credit Corporation. Two years later another opportunity came along and Bill chose to join Cooperative-Trust Company Ltd. initially administering the Veterans Land Act (VLA Loans) for the Trust Company within the Province of Saskatchewan. Soon, Bill took on other challenges of residential and commercial lending, within the local branch, but in short order he moved up to Head Office, providing administrative and technical support for the trust company’s lending division.
Following several transfers within Cooperative Trust Company, Bill was appointed to focus on the trusteeship services and the company’s financial services division, assisting all branches with administrative and technical detail, which included many seminars for company staff, clients and company stakeholders.
Between these two terms at the Corporate or Head Office level, Bill managed several departments and Branches in western Canada.
Following 29 years at Cooperative Trust Company, Bill joined a national mutual fund company and during the next 11 years built a respectable portfolio of mutual fund and insurance clients. During his time in the mutual fund industry, there was significant volatility in the public market. Clients became concerned, asking what other investments might be available with respectable returns.
Following some research, Bill chose to enter into the Private Market (Exempt Market). Now a number of years later, Bill has developed a significant client base, who invest in the private/exempt market as well as the public markets.
To learn more about Pinnacle, the Private/Exempt market and current offerings, Bill would enjoy having a conversation/coffee with you. Simply give him a call. (20200807)
Brian owned and operated a small construction business for about 12 years. A career change led him into life insurance and direct sales for a number of years, before moving back into the trucking industry, specifically in oil & gas. Brian's strong desire to be involved in helping people and growing wealth had him investing into the private market. Shortly after getting involved in the private market, Brian joined Alberta Land and Investment Brokers in 2008, which then grew into Pinnacle Wealth Brokers, where he continues to act as a Dealing Representative.
As a Dealing Representative, Brian educates clients and prospects about Private Market options and how these may be a benefit to their portfolio. He explains things at a level they can understand by relating the unfamiliar private market opportunities to familiar experiences in their lives. On a regular day, Brian checks his mails, return calls, networks with prospective clients through various means. He does paperwork, then spends some break time around his yard, farm, and usually does some volunteer work for friends, clients or an organization.
Brian and his wife have been married for many years. They have two adult sons. Brian enjoys flying, loves to fish, hunt, do yard work, tinker with projects, build and invent things. (20200807)
Private Market Specialist
Clayton has worked with private investments since 2012. Previously, Clayton enjoyed his career of 20 years of being a school teacher/principal in Calgary and Sherwood Park.
Clayton loves to talk about the options found within the private investment industry.
Clayton regularly hosts monthly investor dinner events, inviting his guests out each month to hear about private investing options in Canada from some of Pinnacle's current opportunities.
Clayton brings to the table experience, enthusiasm and an 'easy-going' nature.
Clayton lives with his wife, Heather, of over 35 years in Sherwood Park, Alberta. Their favorite things to do include: learning, good food and traveling to the sun in the cold of winter. (20200807)
Private Market Specialist
As a Private Market Specialist, Darwin spends a lot of time getting to know his clients so that he can better assess their investment needs. Clients enjoy working with Darwin because he's personable and genuinely cares about them as people. Most individuals appreciate Darwin's philosophy of diversification as a strategy to navigate the ups and downs of investing. A typical day involves checking for client communication, meeting with clients both on the phone and in person, and actively continuing his education on the products Pinnacle offers so that he can do what's best for his clients.
Darwin has been married to his wife Tanya for over 17 years. Together they have 2 children. In his spare time, Darwin works on his yard/garden, reads, and travels. Darwin's dream vacation is spending time with his family in a tropical climate, beautiful beaches, and lots of activities to do.
Over the last 27 years, Darwin has worked in developing countries to help the local people with access to better food, housing, and education. He strongly believes in creating opportunities for people to help themselves. With that philosophy in mind, Darwin and Tanya created a Foundation which later joined forces with Pinnacle Wealth Brokers resulting in the Pinnacle 20/20 Foundation (P2020F). To date, the P2020F has provided help for many Canadian Registered charities, has helped to build a school and assisted with medical clinics and agricultural research and development in rural Honduras. (20200807)
Private Market Specialist
David Blaeser has over 30 years in the Financial Field. Besides being in the Exempt Market he holds his Life, Disability and Critical Illness Licence. After being introduced to the Private Equity Market, he resigned his Mutual Fund Registration in 2006. Shortly after writing his exam in September 2010, he joined Pinnacle. The trust shown by his clients and his commitment to give them the very best service makes his relationship with clients a positive and long term affair.
As he comes from an Agricultural background, David has a large portion of his clients in Rural Alberta. Mr. Blaeser has held several Information Dinner Events at locations such as Camrose and Wetaskiwin.
David has been married to Monica since 1974. Together they have 4 Children and 6 Grandchildren who they spend most of the summer with. He loves to golf, fish and camp. His Dream vacation is Australia and New Zealand. One of his personal abilities is his landscaping attributes. (20200807)
Private Market Specialist
After investing in various private investment opportunities, Farouk Haji decided to further his education in the private equity world and completed his Exempt Market course in 2010. Farouk was one of the first representatives who joined Pinnacle Wealth Brokers when Pinnacle became a registered Exempt Market Dealer. As a pharmacist, Farouk understands the importance of customer service.
Farouk offers his clients with unbiased advise on how to diversify their investment portfolios and help them reach their financial goals.
As a dealing representative, Farouk focuses on his clients and finding what is right for them. He takes the time to listen and ensures his clients are kept up-to-date with their investments. Farouk keeps his clients at the forefront of everything he does. From investigating various investment opportunities to obtaining updates on investments, Farouk works hard to ensure his clients are taken care of.
As a Branch Administrator, Farouk works with a team of dealing representatives and helps them improve their relationships with their clients. Through education, the team shares experiences to help each other understand our product offering and how to better service our customers. (20200807)
Private Market Specialist
Maria's personal area of expertise is working with nearly-retired and retired Canadians who are looking for investments that provide them with income and / or profit-sharing opportunities.
Through Pinnacle Wealth Brokers, Maria can introduce her clients to well-researched private investment opportunities that provide targeted cash flow on a monthly basis, independent of what is happening in the public markets.
As an insurance agent through Nation Best, Maria can offer investments that provide a retirement income, death benefit guarantees and estate planning benefits.
Maria Lizak and her innovative team of financial professionals at Pinnacle Wealth Brokers and National Best work collaboratively to empower clients to take control of their financial futures by providing solutions to manage debt and improve cash flow, protect income and assets, and retire with dignity and live their dreams.
The clients we can help the most are the ones who are interested in working with a financial professional to navigate their way to financial security and independence. They are the people we want to grow with.
Maria's Background: With over 10 years experience in the financial services industry, Maria is dedicated to seeking out the well-researched investment solutions and insurance opportunities for her clients to ensure their financial success.
She is the co-founder of National Best Financial Network, an insurance brokerage built by Advisors, for Advisors, dedicated to providing financial education and a clear, written plan for all Canadians.
Specialties: Insurance and Alternative Investment Solutions; Helping you Build and Protect your Wealth; Estate Planning. (20200807)
Neil has been in the financial business since 1999. He started with his Life & Mutual Funds License for 11 years before deciding on the Private Markets. Since joining Pinnacle in 2013 Neil has never been happier showing people an alternative to the stock market.
Neil feels that showing people an alternative way to increase their wealth is a very rewarding experience.
Neil knows his clients enjoy his no pressure approach to the Private Market & the fact that he will always be there for them.
A typical day for him includes meeting existing clients to discuss their needs or follow up on their investments. He also meets with new clients to see how he can aid them in private marketing investing. Living in a rural setting Neil feels he relates & understands to the different needs of the people in this setting.
Neil & his wife Lois have been married since 1978 and have 2 children & 3 grandchildren. He loves spending time visiting neighbours, friends and family (especially his grandchildren) or spending time on the family farm where he has lived since birth. He and Lois love to travel and traveling in winter to somewhere warmer has been a priority lately. (20200807)
Pat has spent over 30 years teaching and coaching people how to achieve financial freedom- through his self-owned business. He has successfully helped many to do this in over a half dozen countries from Canada and the USA as well as throughout Asia and Europe.
While he has found much satisfaction helping people create personal portfolios, he has been acutely aware that many successful business owners (and Professionals) know how to “work for money” but they are sadly lacking the time and personal coaching to gain the “financial intelligence” to learn how to make “money work for them”. The net effect is that he sees many people build financial freedom but have no time freedom.
Pat feels that Pinnacle provides a tremendous opportunity to the perfect platform to take their financial gains from business and begin creating multiple streams of ongoing income. Pinnacle provides the tools to help teach that missing financial education as well as a way to diversify their portfolios through the many products on the Pinnacle shelf.
To Pat, being part of Pinnacle perfectly complements his passion to help people develop long term Personal Freedom of both Time and Money.
Pat & his wife, Rena are avid sailors. They own a yacht that is kept on Wabamun Lake and any day there is a good wind and warm weather, that is where you will find them cruising or racing with others. A perfect vacation for Pat & Rena is sailing with friends in the British Virgin Islands or any warm destination… which they do every winter. (20200807)
Private Market Specialist
Randy has been a lifelong investor (he bought a house with his first student loan while attending the University of Calgary) and decided in 2007 to use his personal experience to assist others. He became registered as an advisor in 2007 and gained his Exempt Market registration in 2010.
Randy is a big believer in financial literacy. He teaches a course at Mount Royal University Investing in Real Estate, and he holds regular workshops on financial planning. He is also an active guest speaker on risk management for business. He feels that a well informed client helps create a long term relationship and that is the basis of his approach to customer service.
As a Private Market Specialist, Randy is careful to appreciate the financial situation of his clients. He tries to establish a personal connection with his clients and listens to discover their most pressing needs before he shares information about any products, concepts or strategies.
His clients enjoy his consultative approach and his patience. He refuses to rush his clients and will only engage in a transaction if the client is completely comfortable with their investment decision. His 35 years of investing experience allows him the ability to truly assist clients with their investment and retirement planning.
Randy is a Calgarian who lives with his wife and Abbey the busy border collie on a riverfront property in Bowness, in a house his family built themselves. He has two adult daughters. He loves to sing and play his guitar and his retirement plan is to record his own songs for his kids and grandkids. He loves to sit by the river and watch the wildlife along the Bow River. His favourite sight is watching the bald eagle that hunts regularly on the river.
Give him a call if you want to have a jam session (or if you want to invest in private equities!) (20200807)
Branch Administrator | Private Market Specialist
Rob started investing to put himself through university, and has continued ever since. Over the past 30 years he has invested in almost every aspect of the financial industry. His first investment in the exempt or private market space was in 2009, and it has since become his main focus.
Rob believes in being a lifetime learner and has continued to educate himself in the financial industry. This started formally with the Exempt Market Products Course in 2012, and in 2018 completed his Chartered Investment Manager designation through the Canadian Securities Institute.
Rob decided to join Pinnacle Wealth Brokers to be able to share his knowledge and the incredible opportunities that exist in this space, with other investors. These investment opportunities have passed the rigorous in-house research and due diligence processes that makes Pinnacle a leader in this industry.
With a background in agriculture, specifically animal health and nutrition, Rob’s clients are mostly rural and spread across all four western provinces. He enjoys meeting people, learning from them and sharing experiences. He takes time to understand people’s investment needs and concerns, and creates diversified investment portfolio recommendations to suit their financial goals. Rob likes to say that he is living his dream - sharing what he has learned to help others grow and protect their wealth.
Rob is happily married to Lynn for over 20 years and they are very proud of their son Lane and daughter Metaya. Any spare time is consumed with family activities including music, theatre, traveling, and participating in numerous sports together. Rob’s most recent passion – a lifelong dream – is a 1953 Chevy pickup. (20200807)
Scott is known for high level of expertise in the following areas: exempt market investing, small to medium business planning, group benefits, succession- tax-estate planning, high net worth portfolio building, tax minimization and deferral solutions, as well as family retirement planning and risk management.
As a Dealing Representative, Scott works to maximizes client's wealth & minimizes their tax. As a Branch Administrator, he educates and mentors Dealing Representatives about the exempt market compliance and products.
Clients enjoy working with Scott because he simplifies complex issues so clients can understand and make decisions based on what's best for their situation.
A typical day for Scott involves replying to client's questions, servicing needs, studying the stock market, and planning for client meetings.
Scott is a carpenter and scientist, he has the ability to create a blueprint/experiment, determine the required supplies, stay within budget and construct the building/prove the hypothesis. He translates these skills when creating clients financial plans. It requires the ability to start with a plan and seeing this to the endpoint (retirement and risk management). He approaches everything with a high degree of common sense and analytical assessment.
When off duty, Scott spends time with his wife and twin boys. He enjoys, hockey, golf and maintaining their acreage. His dream vacation is an African safari. Scott was a cancer & gastroenterologist research scientist for seven years prior to joining Pinnacle. (20200807)
Tad Pepper has over 20 years in the financial field. Besides being in the exempt market he holds his life, disability and critical illness licence. Tad has a deep desire to help his clients and is always looking to learn more. After much research, he decided to obtain his exempt market registration in January 2016 when he joined Pinnacle Wealth Brokers Inc.
Tad has developed strong relationships with his clients and felt that adding private market opportunities presented some great options that a lot of his clients were looking for.
Through education and offering strong financial options, Tad works with clients to develop plans to meet their needs and financial goals, therefore, building strong relationships. (20200807)
Private Market Specialist
Wayne has been involved in the independent business world all of his adult life starting from high school and has never stopped.
He enjoys thinking outside the box and working from a common sense point of view. Wayne enjoys educating himself as well as others while searching for financial solutions, discovering there is always something more to accomplish and learn.
Wayne has been working in his own business network with like-minded people for over 30 years. His experience has given him an understanding of the ups and downs of both the business and investments world.
If you would like to talk with someone who loves to problem solve and work with you to arrive at possible solutions please feel free to contact Wayne Barrows. (20200807)
Wayne Cathcart has been active in the exempt markets since 2001 and joined Pinnacle Wealth Brokers Inc. following the introduction of the new Securities legislation. Wayne is knowledgeable in the areas of Personal Disability Insurance, Office Overhead Insurance for Professionals and other Living Benefits including Life Insurance.
Wayne provides retirement and financial planning for individuals. He is low key and works to accommodate his clients busy work schedules. Wayne is a morning person, his day starts @ 7:00 AM. He has been in the financial services industry since 1980 and has seen it all.
Wayne has two grown daughters both married and six lovely grandchildren. He enjoys traveling and spending time with his family. He always has time for a little chat, a coffee with a snack and a willing hand for those that need help. (20200807)
Private Market Specialist
William has always enjoyed working with people and strives to help them reach the peak of their financial success. He has a passion for helping people understand and grow their wealth and takes great pride in knowing a product or service inside and out before offering it to a client. William's interest in the financial industry began in 2008, starting with a personal investment in mutual funds. In 2009 he attained his life insurance and accident and sickness licenses. He also took several business classes from McEwan University, adding to his knowledge of the industry.
William got involved with Pinnacle Wealth Brokers in 2015 because he wanted to be able to offer his clients more than what was available with traditional public market investments. Through these exempt market channels he is able to help his clients diversify their investments in the private markets.
William learned the ropes of small business and rental property ownership, by working with his parents who were heavily involved with both. He witnessed first-hand the flexibility of time enjoyed by business owners, and wanted this as an aspect of his own career.
Before coming into financial services William gained experience in the service industry, most recently as a bartender, allowing him to increase his communication skills with a wide variety of people.
When William is not working, he enjoys spending time with his family and friends. He is involved in the community and spends a few hours a week volunteering at the Mosaic Centre in Edmonton, and as a counselor for a boys club at his church. William also enjoys reading, traveling and spending time outdoors, including skiing in the winter months and has recently picked up golf. (20200807)