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)
As a Dealing Representative, 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)
Dealing Representative Millet
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)
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)
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. (2023 05 09B)
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)
Trevor has been working in financial services since 2008 and has taken a particular interest in helping business owners, farmers, and nurses grow their wealth. Trevor finds that "the whole is greater than the sum of the parts" when it comes to client’s portfolios.
Clients appreciate Trevor's low-pressure approach and laid-back personality. He takes the time clients need to understand the strategies proposed so they can comfortably make informed decisions. Trevor's clients enjoy working with him because of his down-home approach. He meets people where they feel most comfortable, whether that is in their homes, restaurants, tractor cabs, or combines.
Trevor is an "empty nester" as his son (married) and three daughters all live on their own. He became a grandfather in March of 2022.
Trevor enjoys various outdoor activities such as kayaking, fishing, hiking, hunting, and cycling. Trevor is a passionate supporter of Canadian Blood Services. He believes everyone should donate blood regularly, as he himself does. Trevor has found it extremely rewarding when clients and others share their stories about how donated blood saved their life or the life of a loved one. (20231107A)