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Pinnacle Wealth

A culture of impact and innovation. 

We’re building a new direction in the Financial Services industry by putting our people at the centre of everything we do. 

OUR VALUES

SUCCESS IS DRIVEN BY PURPOSE

As an entrepreneurial organization, we have the experience, discipline, and drive to reach our goals; how we do it is what matters. 

COMMITMENT

We embrace a growth mindset in everything we do.

INTEGRITY

Our culture is built on a foundation of doing what is right, not what is easy.

RESPECT

We understand our role and accountability to all of our stakeholders. 

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Our Story.

Vision. Mission. Values.

Founded in 2006, we are one of Canada’s first Exempt Market Dealers having raised over 1.25 billion of Private Capital. Today we are a fully integrated financial services firm offering exempt market investments paired with our discretionary portfolio management service, affording choice to fit changing client needs. 

Our structure allows our Public Portfolio Managers and our Private Market Specialists to work hand in hand in creating a diversified portfolio for each unique client. We’re proud of our roots but remain agile in the face of change as we continuously seek to bring Private Capital to all Canadian investors. 

Leadership.

Pinnacle Wealth continues to be recognized as a leader in exempt market investments, and as a forward thinking and innovative firm within the Canadian Financial Services industry.

We’re proud to be supported by a leadership group of highly skilled and innovative professionals that continue to inspire and support the growth and development of all stakeholders within Pinnacle Wealth.

Darvin Zurfluh, CFP, FMA, RFC, FCSI

CEO and Chairman

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Martin Theodore, CIM,PMP

Managing Director

Dan Brodeur

Senior VP Business Development

Deborah Workman

Chief Compliance Officer, Head of Administration

Richard Ayotte, CPA

VP Finance

A better experience for everyone.

Pinnacle Wealth created equitable financial access for all Canadians through the core business model we were founded on. 

As a pioneer in the exempt market space, we provide an integrated suite of financial services that empower our workforce to elevate the expectations of our clients and partners. 

 

We are grateful to our clients, team, and partners for the opportunity to continue to grow along with them.

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