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Bruce Adams has been in the Financial Services industry since 1993. He is a graduate of York University with a Bachelor's degree in Psychology. In addition, he acquired an Honors Diploma in Electronics Engineering Technology from Southern Alberta Institute of Technology (SAIT). After graduation he worked for 13 years with an international computer manufacturing company in their Field Service division. At one point he was the hiring and training manager for the branch where he managed 10 technicians and 450 customer accounts.
Bruce joined Pinnacle Wealth Brokers in 2017. As a Dealing Representative, Bruce takes the time to understand the products that Pinnacle places on its shelf so he can provide the best value to his clients through a thorough understanding of the risks and benefits of each offering.
Together with his business partner, Bernie Ziemer, they meet with clients together. This approach allows one of them to always be listening to our clients’ needs and concerns. They appreciate that we are always vigilant, ensuring that each client has a clear and concise understanding of what is happening with their investment portfolio.
A typical day involves meeting with or speaking to clients regarding changes that are happening with their individual circumstances and how those changes impact their investing decisions and opportunities. We take the time to listen to our clients’ needs and provide them with the best advice we can. That advice is based on the combined knowledge that Bernie and I have accumulated throughout our varied careers.
Bruce is a level 2 life licensed advisor. He worked within the Mutual Fund industry for 20 years, and chose to move towards Segregated Funds offered by Insurance companies or Separately Managed Accounts offered on a referral basis.
Bruce is married to his second wife of 25 years. Together, his wife Roxana and Bruce have 5 children and 2 grandchildren. Bruce enjoys playing guitar in his spare time. He writes his own music and has a unique collection of musical instruments. His grandson lives very close by and he encourages him to experiment with playing all the different instruments in his collection. Bruce enjoys playing badminton with friends and going for walks along the waterfront with his wife. His dream vacation would be cyclingthrough the south of France or visiting Machu Pichu in Peru. This year, Bruce intends to build a recording studio in the basement of his newly built home. (20200807)
Bernard Ziemer (Bernie) was a Mutual Fund Dealing Representative from 2010 to 2015, after many years of self-employment. At the request of many clients wanting to invest in the private markets, he decided to research several Exempt Market Dealers before deciding to become a Dealing Representative with Pinnacle Wealth Brokers in 2017. Bernie is known as a gifted communicator with an ability to explain complex ideas in a way each individual can understand. He has been an entrepreneur since 1988, and has owned several services based businesses.
Bernie will take the time to find out your investment needs, current financial and personal situation. Using this information, he will find the investments best suited to you! His clients find him very professional, yet relaxing and comfortable to be around. Many have commented on his prompt attention! His clients appreciate his clear, concise explanations and genuine concern for their well-being.
Bernie’s days can vary – he spends his time working from his Kelowna office, as well as meeting clients in both Kelowna and Vancouver. When he is not working, Bernie likes to spend time with his family. He is married, has three children from his previous marriage as well as three stepchildren. He also has five grandchildren and one step grandchild. Bernie also comes from a large family – he is one of thirteen siblings – his parents have 53 grandchildren and 100 great grandchildren. He enjoys playing guitar/singing, nature walks/biking and visiting friends. He is also a board member at his Church.
Bernie loves Hawaii and has been there four times. His bucket list includes France, Italy, and Spain. (20200807)
Private Market Specialist
Davis Zhang has been in financial industry since 2005, and registered as Private Market Specialist with Pinnacle Wealth Brokers since March 2011.
Before working as a Private Market Specialist with Pinnacle, Davis Zhang was a Chemical Engineer in China and formerly registered as a Professional Engineer in Province of Alberta Canada. He participated and managed a variety of projects' development in Asia, Europe, and North America in areas of feasibility study, risk assessment and economic analysis. A successful personal real estate investment experience made Davis Zhang start his investment career in Canada.
Specializing in investments in the private sector which is an alternative solution for clients who want to diversify their portfolios to increase wealth. Davis provides free education to his clients to share the philosophy of risk versus reward in capital investment, securities structure, due diligence process, market study, current opportunities, and his personal investment experiences.
Davis has been;
Awarded Top Producer in 2011, 2013, 2014, 2015, 2016, and 2018.
A finalist for “The CFA Society Toronto Outstanding Advisor Alternative Investment Award” by Canada Wealth Professional in 2015.
A finalist for “The Sprott Asset Management Award for Best Advisor – Alternative Solutions” by Canada Wealth Professional in 2016.
A finalist for “The Sprott Asset Management Award for Best Advisor – Alternative Solutions” by Canada Wealth Professional in 2017
Davis does his additional due diligence for the products he shares after the products have been well researched by Pinnacle’s product committee; Davis provides all the services in both English and Chinese.
Clients enjoy working with Davis Zhang because of his positive attitude, his knowledge in the capital markets, his transparency, work ethic and excellent customer service as well as putting the clients' interest first.
A typical day for Davis includes scheduling appointments, phone conferences, meeting with clients and going to gym. (20200807)
张文博先生自2005年开始从事金融投资行业，于2011年3月起成为Pinnacle Wealth Brokers的注册私人资本市场专家。
Private Market Specialist
Imran is originally from Ghana, however, grew up in the UK and in Melbourne, Australia. Imran worked with Maroondah City Council as an Environmental Health Officer before moving to Canada in 2003. Imran then transitioned into finance in 2005 with J.P. Morgan Chase as a Relationship Management/Sales Associate.
In 2006 he went to BlueShore Financial, formerly North Shore Credit Union. Imran spent over 9 years with BlueShore Financial as an Advisor working closely with clients promoting financial wellness across all investment, insurance, credit and banking product/service lines in order to assist his clients with their present needs and wants.
Imran believes being a good dealing representative involves more than simply offering sound investment advice. It takes patience and a commitment to listen and learn about what clients want. Building long-term relationships with clients is one of Imran's top priorities. It is essential to learn where clients have been, where they are now, and what their future goals and objectives are before any advice is given.
After so many years of market uncertainty, Imran started looking to find alternative opportunities for his clients to better serve their needs and help them diversify their financial portfolios, which resulted in his transition from the public markets to Pinnacle Wealth Brokers as a Private Market Specialist in 2016.
Imran spends his weekends with his wife and 4 children, heavily involved in his local community coaching soccer for Albion FC in the winter season and coaching kids with Africa United FC in New Westminster during the spring and summer. (20200807)
Private Market Specialist
Bilingual in Mandarin and English. Jackson has 16 years of working experience in the financial industry in China and Canada, focusing on stock investment consulting, life insurance and mutual fund sales. Jackson also has trading experience in futures, forex and derivatives trading (CFD). Now he is a full time Private Market Specialist, helping qualified investors to get appropriate exempt market products as a part of their portfolio in order to realize their financial goals. KYP (know your product), KYC (know your customer) and Suitability is the key for him to provide service (20200807)
Private Market Specialist
Mark Ferland has been an entrepreneur for over 30 years. He was an Executive Business Director with National Best Financial for 8 years. Mark also holds his Life License and after giving up his mutual funds registration, decided to pursue his Exempt Market registration through Pinnacle Wealth Brokers Inc. to offer investments beyond stocks, bonds and mutual funds. His area of expertise is estate and succession planning for business owners.
Mark's approach is quite simply to educate and guide clients through a process that allows the client to have a clear understanding of the attributes of each investment and insurance products so their best interest is always first and foremost. Mark believes in diversification to mitigate risk and by working with a team of professionals, he can accomplish this for his clients. His clients love his genuine patient approach and understanding.
On a personal note, Mark loves to give back to the community. He is a member of the Rotary Club and is active as a volunteer in many community events. Mark and his wife Andrea are empty nesters with three adult children and two granddaughters. He enjoys golfing and has travelled extensively throughout Europe, Asia, South Africa, South America, Australia as well as the Caribbean. (20200807)
Maryel started working in the financial industry after realizing that she hadn't equipped her homeschooled children to handle finances well enough. They started self-educating themselves as a family by reading books and having financial specialists come in their home. When she was invited by one of the companies to join in their training program with the purpose of becoming an insurance and mutual fund agent, she thought she couldn't lose - working with families one-on-one, making money and becoming more knowledgeable all at the same sounded like a perfect career. After working with that company for 8 years, Maryel decided to move her business to a brokerage firm as to better serve her clients.
Then in 2008 the market correction had her looking for new ways to diversify her clients' investment portfolios. She found that there were several products in the exempt market that would complement the funds she was already using, which brought her to Pinnacle Wealth Brokers in 2014. Maryel agreed with the philosophy and the due diligence Pinnacle takes when researching products, as well as the integrity of its leadership.
When working with clients, Maryel provides a very holistic service. She concentrates on positive cash flow, proper protection, debt and tax management, asset accumulation, and estate and legacy planning. Her clients appreciate having all components of their finances working together to move forward towards their goals. Clients often comment that they appreciate how approachable she is, and her thorough service.
Typically, her day consists of meeting preparation/follow-up, followed by home visits in the evening. Maryel has especially enjoyed sitting down with entire families to strategize and organize their finances for estate preparation. One of her highlights is when clients move from that place of total confusion around investing and money issues to the "ah-ha" moment of understanding and taking charge of their financial future She finds this moment the most gratifying.
Maryel has five children, all of them married, and fourteen grandchildren. Interaction and involvement in her grandchildren's lives has become her main focus. Three of her children live in other parts of the province, so it is becoming more and more important to make sure she takes time out to be part of their families' lives. She is also part of the "sandwich generation", meaning that both she and her husband, Tim, have aging parents needing input and assistance, so her spare time is very involved in all of the lives around her.
One little known tidbit about Maryel is that she was born and raised in Equador. Her parents were medical missionaries who helped open a hospital in Shell Mera to service the jungle region of the country. (20200807)
Private Market Specialist
Phoebe is a long-term investor who has personally invested in real estate, undeveloped land, mutual funds, stocks, options, future commodities and numerous exempt market products. With over a decade of investment experience, she knows what an investor is looking for as well as the challenges each one is facing in this environment of low interest rates and volatile market conditions.
Prior to becoming a Dealing Representative, Phoebe spent over 9 years at her seafood import/export and distribution business in Canada. She has experience in business start ups, including sourcing, logistics, sales, and daily operation, so she knows how a general business operates and what crucial factors can make for a successful business. She uses this knowledge when making recommendations to clients.
Phoebe's approach is to assist her clients achieve their financial goals by implementing clients' portfolios with income producing private equities and growth potential exempt market investment options. When it comes to investments, her interest is always aligned with her clients.
Phoebe is married and has one child. She enjoys spending time with her family and friends, traveling and investing. (20200807)
Private Market Specialist
Zeynel has over 15 years of financial services experience, and joined Pinnacle in 2015 to specialize in Canada's private capital markets. Zeynel's approach combines personal, and educational components and he prides himself as someone who can simplify how investments work and how they fit into one's financial goals.
Born on the islands of Fiji, raised in Burnaby BC, Zeynel loves West Coast life! (20200807)