Ontario

Carl Maragno

Registered in: ON

Private Market Specialist
Ancaster

Carl has a wealth of experience to offer clients dating back to 1987, progressing from a mutual fund registration, to an IIROC registration, as well as the ability to offer financial planning services. In 1993 he earned the Chartered Financial Planner designation which later became known as the Certified Financial Planner designation. Throughout his career Carl has been a leader in seeking better solutions for his clients, which eventually led him to become a Private Market Specialist in 2013, offering his clients institutional quality portfolios.

As a dealing representative with Pinnacle Wealth Brokers, Carl does what he has always done, except now he has more tools to help his clients. Carl listens carefully, then offers appropriate advice in collaboration with complimentary professionals in accounting and insurance. Working with other qualified professionals, Carl is able to deliver added value using a holistic, team oriented approach for sound tax and estate planning ideas. Aside from meeting clients, Carl meets with Issuers regularly to keep up to date on their products. Continuing education is important so that he can be on top of relevant issues that can help provide solutions for clients.

Carl enjoys time with his family, wife Carla, son Nicholas and his wife Karen, granddaughter Mia, and son Daniel. Carl never seems to get enough time to spend at the cottage with family and friends, just relaxing, or biking and golfing in summer or skiing in winter. Carl and his wife have enjoyed a variety of vacations both overseas, on the seas, and throughout North America. Carl was an avid hockey player, having played varsity at McMaster University. He also coached hockey and baseball, and taught power skating. He plays the saxophone, and has taught high school business, as well as adult education in financial planning. (20201113)

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Carolyn Seaforth

Registered in: ON, AB, BC

Private Market Specialist
Toronto

Carolyn has over a decade of experience in private equity investments. Prior to joining Pinnacle Wealth Brokers, Carolyn worked directly for Centurion Asset Management Inc. in the private client group where she consulted with high net worth clients to maximize and diversify their investment portfolios.

Recognizing the opportunity for Canadians to achieve greater success with their investment portfolios in both the public and private markets, Carolyn joined Pinnacle Wealth Brokers in 2014 so that she could help her clients diversify their portfolios with a wider range of private market investments.

Carolyn understands the needs of high net worth clients and is able to accommodate private consultations at her clients' homes or offices. Her clients trust in her ability to listen, understand and help build a diversified private equity portfolio with the aim to maximize returns and the objective of generating cash flow.

In her leisure time, Carolyn loves to golf, mountain bike, ski & travel. A humanitarian at heart, Carolyn supports various charitable causes in Canada and overseas. (20200807)

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David Grossman

Registered in: ON

Private Market Specialist
Toronto

David has been working in the financial services industry as a mortgage broker and agent since 2003, serving both investors and borrowers. The discipline and mechanics required to analyze a mortgage investment, and his decades of business experience, provide him a strong background for analyzing and understanding other investment opportunities as well.

David began taking steps to enter the world of private equity investing as an advisor in 2017, when he saw regulations change in Ontario that made it possible for all investors to participate in the exempt market. By becoming a Dealing Representative, David is now able to offer needed diversification to mortgage investors and public market investors alike. 

David is passionate about providing his clients with the knowledge and tools to preserve and create wealth, as well as first rate customer service.   

After living in the Toronto area for his entire life, David moved to Wasaga Beach in 2020, where he has since been enjoying the perks of living in a quieter and very scenic town. David enjoys long walks on the beach with his wife Debbie, he has four grown children and two dogs. David is also a musician and enjoys performing and organizing musical fundraisers to benefit a variety of charities.    

(2021/11/22)

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Jason Kreller

Registered in: ON

Private Market Specialist
Kitchener - Waterloo

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Jayne Osborn

Registered in: ON

Dealing Representative
Waterloo

Jayne began her career in wealth management services in 1998. She began her practice with a personal appreciation of the challenges people might face in managing life’s demands on their time and money. Experience has taught her that once a good financial plan is in place, choices become clearer and decisions can be made easier.

Drawing on her life and professional experience, as well as her extensive training Jayne works closely with her clients to develop creative solutions to suit their individual circumstances. Her warm and friendly approach allows people to open up about their challenges and goals. Jayne’s clients quickly realize that she is more than a financial ally; she is a knowledgeable mentor and advocate who can help them see the possibilities beyond their current situation

Jayne believes in a strong community and spends time supporting the Zonta Club of Guelph and also on the Advisory Committee at Guelph Museums. (20200807)

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Liang Song

Registered in: ON, BC

Private Market Specialist
Markham

宋亮先生过去20年在中国大陆一家中国证券公司主要从事监督公司并购，IPO，债券发行等工作。2021年11月宋亮先生通过了加拿大豁免市场资格课程并加入Pinnacle，做为豁免市场专家开始新的工作。

宋亮先生，对中国大陆和香港的证券市场，股票，债券和并购有着极为丰富的经验。

作为加拿大豁免市场专家，宋亮先生着眼于用自己丰富的证券相关经验，帮助客户选择最适合的产品来满足他们的需要并取得长期的资产增值。客户可以在宋亮先生提供的服务中，感受到他的专业、渊博的豁免市场知识，出色的交流与沟通，以及和客户建立起真诚新任关系的能力。

宋亮先生做为两个女儿的父亲，他喜欢阅读、羽毛球、滑雪等运动。

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Liang worked in mainland China the past twenty years where his main role is to oversee mergers, IPOs, and issue debentures in a Chinese securities companies. In November 2021, Liang passed the Exempt Market Proficiency Course, and saw Pinnacle as an ideal next step in his career.

Liang has a vast experience in the Chinese mainland and Hong Kong securities market, stocks, debentures, and mergers.

As a Dealing Representative, Liang aims to utilize his relevant securities experiences to meet clients’ needs by choosing the products most suitable for their needs in order to grow capital.

Clients enjoy working with Liang because of his professionalism, knowledge about the Canadian Exempt Market, excellent communication skills and ability to build a trusting relationship.

In his home life, Liang is a father to two daughters. He likes to read, play badminton, and ski in his spare time. 

(20220303A)

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Mark Samborski

CFP

Registered in: ON, AB, BC, MB, SK

Private Market Specialist
Collingwood

Mark is known for his creative approaches to financial problems that delve into all lines of finance and taps every corner of the financial planning world to source the most suitable solutions for the client. Mark's personal experiences with several family tragedies have made the planning and work that he does very real and he truly understands the real meaning of the life we lead and how financial planning can work in conjunction along the way.

Mark's clients enjoy working with him for his personal and trustworthy nature which comes through from his caring about every person he deals with. Clients routinely comment that they really feel Mark spends the time and energy necessary to truly understand them and they were comfortable and confident with the solutions they implemented. Mark's clients enjoy understanding the tools in their financial plans. Whether those tools include insurance, investments, budgets or financial structures, clients enjoy peace of mind that comes with knowledge and patience. The true appreciation that Mark's clients show him is apparent as almost all of Mark's clients come to him via referral.

Mark and his wife Carmen enjoy the precious time they have with both Mark's Mom and Dad and Carmen's Mom. Mark's belief is time is one of the most precious resources we have and one of the most precious things we can give to another. Someday, Mark would love to do a world photography tour that would start with a safari in Africa, tour as many old world cultures as possible and end a time later in Antarctica. (20200807)

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Mike Zabchuk

Registered in: ON, QC

Private Market Specialist
Ottawa

Mike has been a Private Market Specialist since 2008. Mike enjoys meeting new people and excels at working with clients to develop strategies that help build a diversified investment portfolio. It is exciting to deliver private opportunities that can help to increase their overall net worth and reach their financial goals.

Mike joined Pinnacle in 2014 and identifies with their values of integrity and professionalism that involve people/process and commitment. Those fundamentals resonate strongly with Mike as an advisor and as an investor. Pinnacle has a dedicated professional team of private market experts that are committed to providing the very best in private market offerings with the investor in mind.

During Mike's spare time, he enjoys staying active playing hockey, spending time with family and friends and keeping up with his two children, who are active in competitive sports.

Mike is Exempt Market registered in both Ontario and Quebec. (20200807)

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Pam Stewart

Registered in: ON, AB, QC

Private Market Specialist
Ottawa

Pam has been in financial services since 2005. She saw an opportunity to offer Private investments to her investors so they could add to their portfolio investments outside the public markets. She began her own investment company in 2005 and gained valuable experience in working with many types of investment opportunities since.

Pam sold syndicate mortgage investments as a licensed mortgage agent from 2012 until February 2014.

Since February 2014, Pam has been registered with Pinnacle Wealth Brokers Inc. as a Private Market Specialist. She feels the investments offered by Pinnacle helps her clients to create a more diversified portfolio, following the example of large institutional funds where they have a portion of their assets in private investments.

Pam was life licensed from 2018 to 2019 under the name Smart Alternative Investing but has decided to concentrate solely on the investment products that Pinnacle offers.

Pam can offer a wide range of investment options to create individualized portfolios for her clients. She has referral arrangements with licensed life insurance specialists and Certified Financial Planners.

Pam and her husband Steve were married in 1986 and have three grown children. Pam continues to run a horse boarding facility, and enjoys horseback riding and walking her Portuguese Water Dog on their 42-acre property.

Pam can offer a complete portfolio solution, or clients can invest in individual products. She loves to educate her clients to help them find financial products that suit their specific situations. Pam’s highest priority is to understand her client’s needs, goals and risk levels to help them find a portfolio that is suitable for them. Her goal for her clients is to create long term wealth and greater diversification by placing a portion of their investment portfolio into Private investments. (20200807)

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Robert Blake

Registered in: ON, QC

Private Market Specialist
Oakville

Since 2001, Robert’s entrepreneurial career focused on creating appreciation in residential real estate in and around the GTA, namely Oakville, ON. As a result of creating several dozen projects, Robert understands the multiple value creation steps and processes in real estate and can articulate this to clients who seek Pinnacles various real estate offerings.

After 16 years, previously involved in dozens of residential real estate projects, Robert felt it was time to diversify and seek “net operating income” to add to his portfolio outside of the GTA.

Robert joined Pinnacle Wealth Brokers Inc. in 2017 to spread the word about retail Private Market offerings. Robert now shares his investment knowledge with prospective clients and can offer globally diverse financial solutions that suit their needs that are not offered at their local Banks or at their local investment forums.

On the weekends you will find Robert in the outdoors road cycling and alpine skiing in the Eastern Townships in Quebec. (20200807)

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Sha (Shelly) Wu

Registered in: ON, AB

Dealing Representative
Oakville

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Steven Blasiak

Registered in: ON

Dealing Representative
Toronto

Steve Blasiak brings over 30 years of accumulated experience to his current passion in wealth management consulting.

Recognizing a sound investment opportunity includes all aspects; from concept and strategy to the communication and execution and everyone involved. Steve aims at his mission to maximize potential gains for both investor and investment success.

Steve's timing to enter the private equity space coincides with the amendments to the eligibility rules allowing more Ontarians to invest in this once exclusive market. By taking a snapshot of where you are financially, what needs, goals and dreams you have, Steve will walk you through the investment opportunities in making that a successful reality. (20200807)

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