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Ontario

Meet our friendly advisors local to the Ontario area. Select an advisor to find out where they're registered and how you may get in contact with them.


Carl Maragno

Registered in: ON

Carl Maragno

CFP

Registered in: ON


Private Market Specialist
Email: carl.maragno@pinnaclewealth.ca
Phone: (289) 855-2303
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 insurance solutions via his life and accident and sickness license. 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, complementing his insurance solutions and 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. He delivers added value with sound tax and estate planning ideas and insurance solutions that make sense. 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. (20200807)

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Carolyn Seaforth

Registered in: ON, AB, BC

Carolyn Seaforth

Registered in: ON, AB, BC


Private Market Specialist
Email: carolyn.seaforth@pinnaclewealth.ca
Phone: (416) 399-8294
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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Harinder (Harry) Bhullar

Registered in: ON

Harinder (Harry) Bhullar

Registered in: ON


Dealing Representative
Email: harry.bhullar@pinnaclewealth.ca
Phone: (647) 289-8299
Brampton

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Jacqueline Phillips

Registered in: ON

Jacqueline Phillips

B.A., LLQP

Registered in: AB, BC


Private Market Specialist
Email: jacqueline.phillips@pinnaclewealth.ca
Phone: (613) 324-2149
Armprior

Jacqui Phillips has been a Private Market Specialist with Pinnacle Wealth Brokers since 2017. Jacqui is also a licensed life insurance agent and has been working as an agent since 2015. Jacqui's clients enjoy working with her because she is focused on their goals and finding an investment product to suit their needs, timeline and objectives.

Jacqui is married with two young children, both boys. She enjoys traveling with family and friends to new exciting destinations. (20200807)

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Jason Kreller

Registered in: ON

Jason Kreller

Registered in: ON


Private Market Specialist
Email: jason.kreller@pinnaclewealth.ca
Phone: (519) 954-8640
Kitchener - Waterloo

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Jayne Osborn

Registered in: ON

Jayne Osborn

Registered in: ON


Dealing Representative
Email: jayne.osborn@pinnaclewealth.ca
Phone: (519) 835-7960
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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Mark Samborski

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

Mark Samborski

CFP

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


Private Market Specialist
Email: mark.samborski@pinnaclewealth.ca
Phone: (647) 430-3399
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

Mike Zabchuk

Registered in: ON, QC


Private Market Specialist
Email: mike.zabchuk@pinnaclewealth.ca
Phone: (613) 218-5305
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, QC

Pam Stewart

Registered in: ON, QC


Private Market Specialist
Email: pam.stewart@pinnaclewealth.ca
Phone: (613) 720-2175
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

Robert Blake

Registered in: ON, QC


Private Market Specialist
Email: robert.blake@pinnaclewealth.ca
Phone: (905) 301-1313
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

Sha (Shelly) Wu

Registered in: ON


Dealing Representative
Email: sha.wu@pinnaclewealth.ca
Phone: (416) 908-3289
Oakville

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Steven Blasiak

Registered in: ON

Steven Blasiak

Registered in: ON


Dealing Representative
Email: steven.blasiak@pinnaclewealth.ca
Phone: (416) 236-2227
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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Wokwong (Johnny) Tuenmo

Registered in: ON, BC

Wokwong (Johnny) Tuenmo

Registered in: ON, BC


Dealing Representative
Email: wokwong.tuenmo@pinnaclewealth.ca
Phone: (647) 929-6625
Markham

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Xiaoguang (William) Zhang

Registered in: ON

Xiaoguang (William) Zhang

Registered in: ON


Dealing Representative
Email: Xiaoguang.zhang@pinnaclewealth.ca
Phone: (647) 479-6198
Oakville

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