Rencontrez nos sympathiques conseillers locaux dans la région de Nova Scotia. Sélectionnez un conseiller pour savoir où il est inscrit et comment vous pouvez entrer en contact avec lui.
Born and raised in Halifax, Peter is a career private client financial services professional having started his career in Toronto in the mid '90s after graduating from Queen's University in Kingston, Ontario. Peter and his family moved home to Halifax in 2012 to be closer to their extended family and for the opportunity for Peter's practice to introduce Atlantic Canadians to the additional diversification of private market investments.
Client’s portfolio diversification and asset allocation can more closely resemble pensions, endowment and institutional portfolios where, when suitable, globally diversified public market investments are complemented by carefully selected private investments.* Access to greater asset categories increases portfolio diversification which seeks to reduce overall volatility and correlation within as compared to traditional public market only portfolios.
In his spare time Peter enjoys being outdoors skiing, running and sailing. An avid marathoner having run 8 Boston Marathons and 18 marathons overall, Peter also races sailboats internationally, has represented Canada internationally multiple times and is a Canadian and North American Champion.
Based in Halifax, Peter has clients coast to coast. Clients are individuals, families and business owners.
* It is important to note that individual investors have different requirements and opportunities as compared to institutions and the opportunities offered by Pinnacle may also differ than those institutions. (20200914)
Michael attended Acadia University, graduated in 1977 and moved to PEI where he articled and obtained his CA in 1979 with the highest provincial standings on Uniform Final Exams (UFE). He moved to Toronto in 1981 to pursue tax specialization with Ernst and Young. In 1985 he moved back to Nova Scotia as CA Tax Manager of Michelin Tires Canada. In 1989 he re-entered the public accounting profession, became life licensed in 2001 and in 2009, started his own public accounting practice, which he then sold a the end of 2011. Michael commenced work in the exempt market field in 2010.
Michael has taught for CICA, in house accounting firm courses, York University and Seneca College. Michael meets with clients/prospects to help build their financial knowledge and wealth. He always puts their needs first. Michael is busy juggling various business interests and client service. Michael has extensive experience in the tax and financial industries including financial statement preparation, tax matters, insurance matters, segregated funds and exempt products.
Michael has 3 adult children: Ian, Nicholas and Nicole. In his spare time, Michael loves to sail, travel and do charity/volunteer work. His dream vacation would be in Panama or Thailand. An interesting fact about Michael is that he is a serial entrepreneur with several business interests. (20200807)
Roger has been in the financial services industry since 2010 and joined Pinnacle Wealth Brokers in 2014. Having access to both public markets - primarily through Segregated Funds - and private market investments, has allowed Roger to build well-balanced diversified portfolios for his clients.
Roger takes the complication out of investing with his simple approach, dry country humor and his tenacious personal service. His clients are at ease knowing their best interests are his top priority. Roger treats all his clients, with high-level care and attention to detail. Roger’s goal is to keep a close eye on his client’s portfolio, so they do not need to.
Roger is easily accessible to his current clientele and new callers, whether in the daytime, evening, weekend, or even on vacation. His phone and laptop join him on every trip.
“Think of investing as multiple five-year plans. Let us get the best funds that suit the clients’ goals and needs, to enhance or improve their retirement income. I want every client to reach their financial destination, that they worked hard for, planned for, and deserve. It begins today, for there is no refund on lost time.” (20200731)
Wesley Rand provides financial opportunities for hard working people who are looking for alternatives to enhance their existing investment portfolios. Wes strives to provide financial confidence and continued wealth and happiness for his clients.
Wes has been qualified in the financial services industry since 2008 and applies his vast knowledge with investment strategies to better his clients portfolios. As a Private Market Specialist with Pinnacle Wealth Brokers, Wes reviews alternative investment strategies available at Pinnacle. Meetings with Wes include a detailed discussion with his clients followed by a presentation of the products best suited to meet their financial goals.
Wes is married with a young family and loves sports, hard work and spending time with family and friends. His volunteer experience includes being an active member of the Rotary Club of Kentville, and enjoying helping to coach Major Bantam AAA and Major Junior A Hockey within the area. (20200807)