Rencontrez nos sympathiques conseillers locaux dans la région de Saskatchewan. Sélectionnez un conseiller pour savoir où il est inscrit et comment vous pouvez entrer en contact avec lui.
Adam Labuik completed the Canadian Securities Course in 1999. He started in the financial industry in 2000 as financial services advisor. In 2002, Adam moved to the tax consultation industry. His area of expertise is corporate farm tax planning
As a Dealing Representative, Adam discusses with clients their long term investment goals and finds products that work as a solution to their needs. Adam's clients enjoy working with him because of his honest opinions and well thought out plans. His typical day involves a fair amount of travel as the majority of his clients live in rural areas and he typically sees them at their home. He balances his work week with travel, new product knowledge and the paperwork required for the investments.
Adam and his wife have one son. He is a huge baseball and NASCAR fan. Adam is also a member of the Regina Queen City Kinsmen. (20200807)
Private Market Specialist
Darrell brings over 35 years of experience in the financial planning industry, obtaining his Certified Financial Planner (CFP) designation in 1999. His "client first" motto strives to match products and services to the needs and goals of his clients. Darrell guides his clients in making well informed investment decisions and his clients enjoy the fact that he listens to their needs and finds solutions that work. Clients need to understand where their money is invested and how that fits into their retirement planning.
Having witnessed the ups and downs of mutual funds, Darrell moved to private equity investing in 2004. Private Equity investing allows almost everyone to enter the world of investing previously reserved for the wealthy and pension plans.
Pinnacle Wealth Brokers has given Darrell the opportunity to vastly expand the products and services available for his clients. The high level of product screening and due diligence adds to the safety level of your investments. Access to a variety of products adds the diversification needed to succeed.
Darrell also offers planning in the area of Life, Disability and Critical Illness Insurance.
Darrell has been married for over 38 years to the love of his life. Darrell is a self-described "Harley Davidson Nut". Thankfully his wife shares in his passion for the open road. They love traveling and exploring this great world we live in. (20210818)
Private Market Specialist
Michael has specialized in tax planning and tax preparation for 17 years, while managing the local tax office of a national company. His focus was developing strategies for clients to save more of their hard earned tax dollars.
After being an investor in the exempt market space for over 10 years, Michael realized the opportunity of being able to bring private equity investments to retail investors. Pinnacle Wealth Brokers is a leader in the exempt market industry and was a logical choice for Michael to begin his career as a Private Market Specialist.
Michael enjoys building quality, long lasting relationships with clients built on education and trust.
He will meet his clients wherever it suits them best, whether it is over coffee, in his office or at their home at the kitchen table.
Michael is married with two children who are very active. He enjoys family summer vacations and looks forward to visiting Hawaii in the future. (20200807)
Private Market Specialist
Roseline received her Certified General Accountant designation in 1992 and her Certified Financial Planner designation in 1998. She has many years of experience in personal and corporate tax, financial and estate planning, and all areas of accounting and advisory for small businesses from start-up to succession planning. She has enjoyed a career as a partner in a public accounting firm, dealing with clients and helping them achieve their goals. Over the years, she has developed a growing passion for assisting clients in their succession plans, financial goal-setting, and retirement planning. In discussing clients’ current portfolios, she has experienced many clients’ frustrations with the volatility in the public markets, the low rates of return, and the need for more diverse and exciting investment products.
She was introduced to Pinnacle as an investor and quickly realized how well these investments would suit many of her existing friends and clients. Through Pinnacle she has discovered the benefits of participating in exciting real estate opportunities, as well as land development, mortgage funds, and other unique investment opportunities.
Roseline has never appreciated high-pressure sales people, and is not interested in being one of those people. She is, however, available to discuss these investment opportunities to those who are looking for an alternative to the public markets. She can discuss how the different investments can fit into your existing portfolio to provide better diversification.
On the personal side, Roseline has been married for over 35 years and lives on a farm in the St. Denis area east of Saskatoon. They have three children and seven grandchildren, and manage to spend a lot of quality time with them. She commutes daily to her office in Saskatoon and takes the peaceful 35-minute drive as an opportunity to prepare for and unwind from her day. (20200807)
Co Branch Administrator | Dealing Representative
Silas has nearly 25 years of experience in tax and succession planning, specializing in family farm operations. Silas works with families and individuals to save tax dollars and helping with the process of passing the farm business on to the next generation, he has become a trusted source and is always thinking about tax consequences. Most recently, he has focused on building well diversified portfolios to create wealth for his clients. Silas has also started and grown several businesses, earning numerous awards for sales growth and leadership along the way.
Silas has fully embraced financial education and is always attending new courses to increase his tax and investment knowledge. He has taken his CFP course and holds designations in QAFP and EPC (Elder Planning Counselor).
Silas’s client centric point of view, accompanied with his transparency, candidness and easy to understand discussions have always been appreciated by his clients and peers. Silas travels throughout Northern Saskatchewan and is able to work around hectic schedules.
Silas has a very supportive wife, Bobbi, and 5 children ranging in age from early teens to young adult. He chases his kids around various rinks, gyms, and sporting fields. Silas is an avid sports fan and is on the season waiting list for the Green Bay Packers, only 63,212 spots to go! His dream vacation would be to Australia, and he cherishes his annual family trips to many hot climates in North and Central America (20200807)
Private Market Specialist
Tracy Valgardsson Enns received her Certified Financial Planner (CFP) Designation in 2001, but that was not the start of her financial services career. She started out as a teller with the local Credit Union, and soon realized she loved working in the financial services sector. Tracy recognized early on that she did not want to work in the lending department so she committed to working on the deposit side, a decision that has served her well throughout her career.
Tracy lived in Delta, BC for 9 years and had the opportunity to work for the Delta Credit Union, in the role of teller, supervisor and office manager. In 1995 Tracy returned to her hometown of Moose Jaw, SK where she chose to explore life as an independent advisor. Working in financial services in the 1990’s, Tracy entered into an industry that was mainly dominated by men. Tracy remembers attending meetings in Regina and being one of a handful of women in the room. This did not stop her from pursuing her dream.
From 1996 to 1998 Tracy worked with another advisor before venturing out on her own. Achieving the CFP designation opened the door to more complex cases which Tracy loves. As you will hear her say, “I love puzzles.” To Tracy, connecting the pieces of a retirement or estate plan together and presenting solutions to the client is extremely rewarding. Tracy’s grandfather invested in real estate and land, so she witnessed the benefits of owning these types of assets. When she was introduced to the exempt market in 2012, Tracy was thrilled to have the opportunity to access real estate and land investments for her clientele. In 2013, Tracy entered into the exempt market, which allowed her clients to add private investments to their portfolios.
Tracy has been a lifelong learner and takes her education requirements very seriously. She in turn knows the importance of not rushing investors to make investment decisions. She takes the time to educate clients on the various products to ensure the investment is suitable for them.
Tracy and her husband Gary have 5 children and 7 grandchildren. Tracy loves to watch her grandchildren play sports, whether it is hockey, baseball, or football. When her daughters were growing up, they swam competitively, and it was normal for her to lose her voice from cheering them on. They would tell her that they could not hear in the water but that did not stop her from being their biggest cheerleader!
Tracy loves to travel, whether it is by air, land, or sea. She has had the opportunity to travel to several European countries, cruised Alaska, the Caribbean and most recently Central America and the Panama Canal. Tracy has many more places on her travel wish list, but the best vacations are those that she gets to spend with her family and grandchildren. Whether that means camping at the lake or in the backyard, being able to spend time with family brings Tracy such joy.
Tracy is an optimist and loves to serve her clients. She believes that now more than ever, investors need someone with her passion on their side! (20200720)