Blog Pinnacle Wealth Brokers Featured in Business in Focus Magazine We are proud and excited to share that Pinnacle Wealth Brokers Inc. was recently featured in Business in Focus magazine. The article titled,"The Pinnacle of Success" gives an overview of Pinnacle, the
Articles Canadian Real Estate Wealth: Self-storage - the hottest opportunity in the investment landscape Pinnacle’s Vice President of Business Development (Eastern Canada), Carolyn Seaforth, discusses the upcoming Investor Forum on March 4th, 2017 in Toronto. She also highlights some real estate investment opportunities available through Pinnacle
Press Release Pinnacle Absolute Return Trust Completes $4MM Bridge Loan to Kontrol Energy Corp. for Acquisition Financing For Immediate Release CALGARY, ALBERTA, February 10, 2017 Pinnacle Asset Management, a division of Pinnacle Wealth Brokers Inc. (“Pinnacle”), the Portfolio Manager of the Pinnacle Absolute Return Trust (“PART”), is pleased to announce
Press Release FINANCIAL HORIZONS GROUP ANNOUNCES A STRATEGIC ALLIANCE WITH PINNACLE WEALTH BROKERS INC. 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
Articles Dealing Representative Spotlight: Lyndsie Barrie Lyndsie Barrie, a Pinnacle Dealing Representative from Alberta, recently launched her book called “39 Keys to Money Success for The 39 Forever Mom”. Lyndsie is a single mother, a businesswoman, a former hairdresser
Articles Davis Zhang What’s your favourite thing about being a financial advisor? Providing free education about North American financial knowledge and share wealth building opportunities with my community. Most of the people in my community
Articles What Questions Should You Ask to Make Sure An Advisor is Working in Your Best Interests I believe the most important component in every advisor client relationship is trust. A quick way to build that trust level is by determining that the advisor is truly looking out for your
Articles Adam Labuik What’s your favourite thing about being a financial advisor? I have always been very interested in investing and learning how individuals become successful investors. My favourite part of being a financial advisor
Articles Brian Sokalski What’s your favourite thing about being a financial advisor? My favourite thing about being a financial advisor is to see my clients happy with the products and returns I have introduced them
Articles Andrea Kerr What’s your favourite thing about being a financial advisor? I used to be an elementary school teacher. Teaching is in my blood and brings me so much joy! Being able to educate
Articles Farouk Haji What’s your favourite thing about being a financial advisor? I have worked within the Exempt Market space since 2010. I have a strong interest for business and the opportunities that can help
Articles Peter Wickwire What’s your favourite thing about being a financial advisor? What I do is typically new to the Atlantic Canadian private client. Accessing both private and public investments via a portfolio approach has
Articles Pinnacle Wealth Brokers Featured in Wealth Professional Magazine We are proud and excited to share that Pinnacle Wealth Brokers Inc. was recently featured in Wealth Professional magazine. The article titled, “Opening the Doors to Exempt Markets” talks about how a recent
Articles Alan Lo What’s your favorite thing about being a financial advisor? Being involved with exempt market since 2010, I am fortunate to be an advocate of a growing industry. As the Branch Administrator and
Articles Sean McMann What’s your favorite thing about being a financial advisor? What I enjoy most about being a financial advisor is getting to work with people, specifically teaching them everything they need to know
Articles Mike Zabchuk What’s your favourite thing about being a financial advisor? I have been working in the exempt market space for nearly a decade. I enjoy meeting new people and excel at working with
Press Release Pinnacle Wealth Brokers Appointed as the Exclusive Selling Dealer for SecureCare Bonds Pinnacle Wealth Brokers Appointed as the Exclusive Selling Dealer for SecureCare Bonds March 3, 2016 – Calgary, AB Pinnacle Wealth Brokers Inc. (Pinnacle) and SecureCare Capital Inc. (SecureCare) are pleased to announce an agreement
Articles Private Capital Markets: An update for investors Pinnacle’s Vice President of Business Development (Eastern Canada), Carolyn Seaforth, discusses the upcoming Investor Forum on March 5th and 6th, 2016 in Toronto. She also provides an update on private capital markets
Articles Financial Post: Soon you will be able to invest like the very rich, with all the rewards — and risks This is part of the article from financialpost.com announcing about the changes that are about to happen next year in the investment industry… “Starting early next year, changes are coming to the
Articles Lyndsie Barrie: HOW I BECAME AN EMD This is part of the article from Avisor.ca featuring our very own Lyndsie Barrie… “Lyndsie Barrie had a steady paycheque with a major IIROC firm—but she gave it up to start
Articles Top Tips for a Great Financial Planning Practice Are you a successful advisor ready to bring your practice to the next level by adding alternative investments to your offering? Find out how partnering with Pinnacle can increase your clients’ prospects, bolster
Articles Lean Methods for Financial Advisors Are you a successful advisor ready to bring your practice to the next level by adding alternative investments to your offering? Find out how partnering with Pinnacle can increase your clients’ prospects, bolster
Articles Pinnacle Wealth Brokers Appoints Brian Koscak as President and General Counsel Announcement follows the recent appointment of Wes Mills as Pinnacle’s Chief Investment Officer (CIO). Mr. Mills was formerly the CIO of Scotia Asset Management. August 21, 2015 - Calgary, Alberta Pinnacle Wealth
Articles Pinnacle Wealth Brokers Featured in Canadian Business Journal We are proud and excited to share that Pinnacle Wealth Brokers was recently featured in the Canadian Business Journal. The article discusses the Pinnacle business model, our growth over the past 6 years,
Articles Importance of a Values-Based Practice Financial advisors know that their job involves much more than money management. In fact, many advisors might say that, apart from financial management, their job is all about people. That’s not an
