CALGARY, ALBERTA, JANUARY 20, 2017
John Hamilton, President & CEO of Financial Horizons Group (FHG), and Darvin Zurfluh, CEO of Pinnacle Wealth Brokers Inc. and its affiliate Pinnacle Wealth Planning (collectively, Pinnacle) are pleased to announce a strategic alliance that will create a close alignment of business interests.
Under this reciprocal referral relationship, Pinnacle will actively recruit top insurance professionals onto the Financial Horizons Group’s platform, while providing Financial Horizons Group advisors access to Pinnacle’s private capital market expertise and product offerings.
“This strategic alliance with Pinnacle is another step in the growth of Financial Horizons Group as the leading MGA and financial services company in Canada,” said John Hamilton. “The addition of these private capital market opportunities increases our ability to provide services to our clients across Canada, and we look forward to working with Pinnacle.”
Darvin Zurfluh added, “After extensive research and interviews with many of the largest Managing General Agencies in Canada, we decided that Financial Horizons Group was the perfect fit for our growing business. Through our relationship with Financial Horizons Group, our dealing representatives will have access to industry leading tools such as smart rooms and planning software that will enhance their practice.”
Lloyd McDonald, Pinnacle’s Vice President of Business Development – Canada, added “The alignment of our businesses will allow both Financial Horizons Group and Pinnacle to focus on our core business and create unique solutions for our mutual clients. The private markets are where pension funds, endowment funds and family offices have been looking to enhance investment returns in this prolonged low interest rate environment. We are very pleased to work with a team of passionate professionals at Financial Horizons Group and are very excited about the future.”
About Pinnacle Wealth Brokers
Pinnacle Wealth Brokers is registered as an Exempt Market Dealer in the provinces of AB, BC, SK, MB, ON, QB, NS, NB and NL. Pinnacle provides private investment opportunities to qualifying investors through a network of trained dealing representatives located throughout the country. Pinnacle has been recognized as one of the top growth companies in Canada in 2013 by Profit Magazine as well as one of the Fast 50 Growth companies for both 2013 and 2014 by Alberta Venture Magazine. Additional information on Pinnacle can be found at www.pinnaclewealthbrokers.com.
About Financial Horizons Group
Financial Horizons Group is a financial services company and Managing General Agency (MGA) providing life company products and services to over 9,000 independent advisors Canada-wide. Financial Horizons Group provides advisors with a mix of resources, products, services and value-added support, helping them to grow their business. Financial Horizons Group and its team of professional staff have extensive experience in the life insurance and investments industry, and are dedicated to providing accurate and timely quotations to advisors from the industry’s leading financial institutions. The Financial Horizons Group national office is located in Kitchener, Ontario. For more information, visit www.financialhorizons.com.