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Pinnacle Wealth

Streamline your business to scale

Work with a multidisciplinary team of professionals empowered to move beyond the traditional financial services model.

WHY PINNACLE

TAKE YOUR CAREER TO THE NEXT LEVEL

Join an industry leading organization that values collaboration and professional growth.

DEDICATED SUPPORT

Stay focused on client experience with a dedicated  team focused on supporting representatives and clients.

INNOVATIVE TECHNOLOGY

Grow your business with time saving tools that streamline back-office needs. 

NATIONWIDE NETWORK

Work with investment professionals across the country to grow and support your client base. 

PRODUCTS & SERVICES

Expand your core offering with client lifecycle products in Private Markets, Public Markets, and Insurance.

DEDICATED SUPPORT

COMPLIANCE AS A SERVICE (CAAS)

Utilize a robust team of compliance experts to save time, and ensure complex regulatory requirements are met for client lifecycle management.

CLIENT ONBOARDING

Simple and Secure on-boarding for complex client data management.

DOCUMENT PREPARATION

Service offerings from data collection to verification processes in alignment with strict compliance standards.

TRADE SUPPORT

Data collection review processes for trade verifications.

CLIENT PORTAL SUPPORT

Internal end to end client support and solutions. 

INNOVATIVE TECHNOLOGY

USER FRIENDLY BACK OFFICE SOFTWARE

Connected solutions to help streamline compliance, transaction processes, and the onboarding experiences for your clients.

REPRESENTATIVE ACCESS

Dealing Representatives can track clients, complete net worth calculations, enter transactions, and auto display client concentration limits by province.

COMPLIANCE AND DEAL APPROVAL

A robust suite of KYC and KYP tools available, including automated workflows to streamline your approval process.

CLIENT PORTAL

Pinnacle Wealth end client portal accessible from any device, showcasing notifications, statements, updates and transactions.

STATEMENTS

Consolidated client statements that report on all CRM2 requirements including transactions, fees, positions and performance.

DIGITAL SIGNATURES

Make the sign off process quick, painless, and compliant with our digital signatures feature.

INVESTOR MANAGEMENT

Track client accounts and transactions in one place with the support of a full back-office suite.

NATIONWIDE NETWORK

BUSINESS DEVELOPMENT SUPPORT

Operate your branch office or independent business with the full support of our integrated team of financial professionals. 

MENTORING & CAREER DEVELOPMENT

Collaborate with our team of financial specialists to execute your career goals with established industry leaders.

INDUSTRY TRAINING & DEVELOPMENT

Focus on training and development at your pace through an advanced in-house learning management system. 

MARKETING & COMMUNICATIONS

Work with an in-house team of marketing professionals to nurture your client relationships.

EVENT PRODUCTION & MANAGEMENT

Capitalize on in-house management and support for client facing industry events.

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PRODUCTS & SERVICES

EXPAND YOUR CORE OFFERING

We pride ourselves on our ability to provide access to diverse financial products and services that create meaningful value for representatives and their clients.

Private Market Investments

Public Market Funds

Insurance Products & Strategies

Low Barriers to Entry

Client Portals

Marketing Support

Trade Support

Event Planning

Robust Compliance

Mentoring

Nationwide Network

Investor Education

Virtual Assistants

Training & Development

Career Advancement

CURRENT OPENINGS

PINNACLE WEALTH IS GROWING

The financial services industry is experiencing unprecedented change, and this has created large opportunities for growth. Join us to empower the next generation of industry leaders.

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