Eric Roy has been in financial services over the last 15 years and was always intrigued by the private markets. He wanted to offer his clients more than the traditional financial tools available and wanted to join a reputable exempt market dealer. Pinnacle Wealth Brokers is his number one choice.
Eric has also been working with his clients on advanced tax-planning strategies using life insurance mainly on the corporate side. The "Infinite Banking Concept" has also been his focus over the last several years, working with many clients across the country. Eric focuses mainly on creative and innovative financial solutions for his clients, both on the personal side and corporate side. His business consists mainly on Insurance and Exempt market planning strategies.
Clients enjoy working with Eric because of his excellent customer service and knowing that their interest always comes first. They also enjoy and appreciate non-traditional ways of investing and saving to reach their financial goals.
Eric gets his swim early in the morning and he is done by 7:30am. He then heads to the office at around 8:30am. Eric usually has a few meetings per day, either in person or via Skype or GoToMeeting where he finds it very effective. Eric is registered throughout the country both on insurance and Exempt Market. For him, GoToMeetings are very cost effective and very efficient. He also travels a fair bit, at least monthly to go see his clients across the country.
Eric qualified for Court of the Table last year for MDRT (Million Dollar Round Table). He is also a Gold Key Advisor with Great-West Life and Strategic Partner with Sun Life.
Eric is married with 2 kids, Simon and Savanna. Eric has been staying fit training for Triathlons, enjoying flying airplanes (private) and spends time at his cottage. His dream vacation is in Hawaii.
Eric has completed over 20 Ironman triathlons with a personal best of 8hrs 58min. He strives every day to achieve excellence both on the personal and professional side.