Pinnacle Wealth
Close the gap between setting goals and achieving them
We work with our clients to create individualized strategies with a focus on diverse financial products and services
INVESTED $1.3B+
INVESTMENT PROFESSIONALS 70+
CLIENTS 10,000+
ESTABLISHED 2006
A SOLUTIONS BASED APPROACH TO WEALTH CREATION
Investors have focused questions and concerns regarding their overall financial health, and want direct answers.
We provide financial products and services designed to deliver clear and targeted solutions that meet the needs of today's complex financial challenges.
OPPORTUNISTIC
Our opportunistic approach within the financial services industry provides direct access to investments in a diverse range of both privately and publicly held companies.
ACCESSIBLE
We focus on low barriers to entry in an effort to allow individual investors access to opportunities at every stage of their financial growth and development.
ACTIVE
Our clients are supported by dedicated Investment professionals that help close the gap between where you are financially today, and your goals for the future.
TRANSPARENT
Our clients make informed and confident decisions regarding their financial future through a transparent view of our private and public market investment opportunities.
WHY PINNACLE WEALTH
FACE COMPLEX FINANCIAL GROWTH AND SUSTAINABILITY CHALLENGES HEAD ON
TAXATION
Taxation is a fundamental consideration in portfolio construction as it affects overall returns for all investors.
LIQUIDITY STRATEGIES
Liquidity focused investment opportunities can help diversify overall investment strategies.
CAPITAL GROWTH
Capital growth strategies are designed for investors with longer term investment goals and objectives.
Income Investments focused on generating cash flow consistent income streams within individual portfolios.
INVESTOR EDUCATION
Financial literacy is the first step to empowering investors to make sound financial decisions.
Constructed portfolios designed with investment professionals to provide guidance and sustainability planning.
RISK MANAGEMENT
Address risks that could impact financial performance from initial strategies to active portfolio management.
DIVERSIFICATION
An essential risk mitigation strategy focused on correlated investments within your overall investment portfolio.
INVESTOR RISK
A comprehensive individual risk profile is imperative to portfolio design and construction for all investors.
WHO WE WORK WITH
Pinnacle Wealth is a privately held financial firm in Canada dedicated to representing and collaborating with clients and leading industry professionals. We stay within the boundaries of our expertise to provide focused attention to our targeted client base.
INDIVIDUAL INVESTORS
INSTITUTIONAL INVESTORS
INVESTMENT MANAGERS
PRIVATE MARKET ISSUERS
INSTITUTIONS
INDUSTRY PARTNERS
INVESTOR FIRST
We operate through an unbiased value creation framework to elevate stakeholder outcomes, and determine suitability for our platform and products.
Our robust compliance framework, and specialized corporate finance team work together to meet the complex regulatory needs of today's investor.
RISK PROFILING
Client risk profiling contains a complete understanding of needs, objectives and circumstances, for each investment made.
CORPORATE FINANCE POLICIES
Pinnacle Wealth must develop, implement and continuously update its Corporate Finance Policy to satisfy regulatory obligations to clients and partners of the firm.
ADDITIONAL DUE DILIGENCE
Pinnacle Wealth is mandated to undertake additional due diligence if there are reasons to question the validity of an investment.
SECURITIES MONITORING
Pinnacle Wealth has strict processes in place to include ongoing monitoring for significant changes to approved securities sold by the firm.
CLIENT SUITABILITY
All investment professionals within Pinnacle Wealth are regulated to only recommend exempt market securities to those investors where such an investment is suitable.