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Pinnacle Wealth

Financial support is providing clients with direct answers to difficult questions.

We work with our clients to create individualized strategies with a focus on diverse financial products and services.

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MINING

Marquest Critical Minerals 2023 Super Flow-Through LP

Investor Eligibility :

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COMMERCIAL REAL ESTATE

Bedford Properties Limited Partnership

Investor Eligibility :

Open

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ASSET MANAGEMENT

Pinnacle Asset Management

Investor Eligibility :

Open

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SENIOR LIVING FACILITIES

Levante Living

January 2024 : Active Online

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COMMERCIAL REAL ESTATE

Morrissey Properties II Limited Partnership

January 2024 : Active Online

 INVESTED $1.3B+

 INVESTMENT PROFESSIONALS 70+

 CLIENTS 10,000+

 ESTABLISHED 2006

ACCESSABILITY

Pinnacle Wealth offers investors the largest selection of globally diversified financial products in Canada. Our robust compliance framework, and specialized corporate finance team work together to meet the needs of investors in todays economic climate.

HOW IT WORKS 

AS AN INVESTOR, 

Pinnacle Wealth provides investors with unparalleled access to exempt market products focused on deep diversification as a risk mitigation and growth strategy.

Review Investment Opportunities 

Pinnacle Wealth provides investors with unparalleled access to exempt market products focused on deep diversification as a risk mitigation and growth strategy.

Get in touch

Pinnacle Wealth provides investors with unparalleled access to exempt market products focused on deep diversification as a risk mitigation and growth strategy.

Make A Plan & Start Investing

Pinnacle Wealth provides investors with unparalleled access to exempt market products focused on deep diversification as a risk mitigation and growth strategy.

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 combining private and public investments, and insurance within your portfolio designed to deliver clear and targeted solutions that meet the needs of todays financial challenges.

OPPORTUNISTIC

Our opportunistic approach within the the financial servives industry provides direct access to investments in a diverse range of both privately and publicly held companies. 

ACCESSABLE

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. 

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WHY PINACLE WEALTH

FACE COMPLEX FINANCIAL GROWTH AND SUSTAINABILITY CHALLENGES HEAD ON

TAXATION STRATEGIES

Taxation is a fundamental strategy in portfolio construction as it effects overall returns for all investors.

LIQUIDITY STRATEGIES

In the current economic climate, investors are looking for liquidity focused investment opportunities to help diversify their overall investment strategy.

CAPITAL GROWTH

Capital growth strategies are designed for investors suitable for higher risk investments with long term investment goals and objectives.

INCOME GENERATION STRATEGIES

Income Investments are focused on generating cash flow and a consistent income stream within individual portfolios.

INVESTOR EDUCATION

Financial literacy is the first step to empowering investors to make sound financial decisions.

INVESTOR SUPPORT

Investors looking to create constructed portfolios work with investment professionals to provide guidance and sustainability planning.

RISK MANAGEMENT

Risk management addresses the risks that could impact financial performance from initial strategies to active portfolio management.

DIVERSIFICATION

Diversification is an essential risk mitigation strategy focused on correlated investments within your overall financial portfolio.

INVESTOR RISK

Individual tolerance for risk is imperative to portfolio design and construction for all investors.

CORE PRODUCT AND SERVICE OFFERINGS

Diversify, safeguard, and scale your overall financial portfolio through the largest selection of private market investments in Canada, Public Market Funds, Insurance Strategies, and Institutional Offerings. 

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

Darvin Zurfluh

CFP, FMA, RFC, FCSI

CEO AND CHAIRMAN

Darvin is Founder and Chairman of Pinnacle Wealth Brokers, as well as the Director for Pinnacle Wealth Planning, a life insurance agency. He’s a founding sponsor of the National Exempt Market Association and Founder/Director in the Pinnacle 20/20 Foundation that has a focus of alleviating poverty in rural Honduras. 

Darvin has developed a background in investments and real estate over the last 20 years, earning numerous designations including: Fellow of the Canadian Securities Institute (FCSI - the highest honor in the financial services industry), and Financial Management Advisor (FMA) through the Canadian Securities Institute. He also holds the Certified Financial Planner (CFP) designation through the Financial Planners Standards Council, and Registered Financial Consultant (RFC) through the IARFC, International Association of Registered Financial Consultants. 

Darvin has earned much of his wealth through his personal real estate refurbishments, rental properties and passive real estate investments. In 1997 he started in the banking industry, dealing with investments, loans and mutual funds. In the year 2000 he obtained his life and disability licenses to offer full service financial planning, where he later became the Top Canadian Senior Financial Producer for a large insurance firm. While he gained much experience in mortgages and mutual funds he found his true passion is searching for alternative investments. 

Darvin was a pioneer in the industry; bringing the first sizeable exempt market distribution channel in Western Canada known as Alberta Land & Investment Brokers, which was recognized as the fastest growing company in Alberta by Venture Magazine’s Fast Growth 50 (under 20 mil category) and 9th fastest Emerging Growth Company in Canada by Profit Magazine. With intentions to grow outside of Alberta, Pinnacle was formed and has more Dealing Representatives than any Exempt Market Dealer in the country. 

Darvin is a fourth generation Albertan and resides in Calgary with his wife and four children. He enjoys travelling, scuba diving and waterskiing (#2017929B)

Martin Theodore

LEAD EXECUTIVE & HEAD OF CAPITAL MARKETS

 

A strategist and leader offering comprehensive experience and interests, Martin is an engaging and appreciated facilitator and moderator. 

A strong advocate for socially responsible investment management, he is known for always asking: “Who benefits?”, “What is influencing us?”, and “Have we defined the value?” #ethical.

  • Joined Pinnacle Wealth Brokers in May 2021 to boost all aspects of the firm (EMD PM, IFF, MFD). His “people, process, and productivity” style has improved accountability and introduced agile management methods. 

  • Previously Lead Executive for a USA-based start-up, Save Our Planet Technologies (SOPT). SOPT focuses on a global approach in cleaner alternatives for: agriculture; mining; oil; water technologies; and more. 

  • Brings more than 20 years’ experience in financial services including experience at both BMO & CIBC. His banking career led to a successful appointment as a Discretionary Portfolio Manager, with a 100+ million-dollar North American portfolio using an ESG focus. A good investment must be a good business.

  • Registered Portfolio Manager (AR), a Project Management Profession (PMP) and a Chartered Investment Manager (CIM). 

Making a difference

  • Believes business and art are the foundation of community: Earned a B. Comm in Management from Concordia University (Montreal. QC) in addition to studies in history, economics, and supporting himself partially as a musician.

  • Considers a good story both an effective communication method and a major food group, explaining his voracious consumption of literature.

  • Sees food as both art and the basis for all joyful social interactions - an experience best shared.

  • Continuously seeking to be part of something that will create a better world for his children and our collective future.

  •  

Deborah Workman 

CHIEF COMPLIANCE OFFICER
 

Deborah has been the Compliance Manager for Pinnacle since October 2015, and was promoted to Chief Compliance Officer since November 2019. Prior to Pinnacle, Deborah was the Head of Operations and Compliance Officer for Wealthco Asset Management Inc. She had previously worked in the Compliance departments for Leede Financial Markets Inc., and BMO Nesbitt Burns. Deborah brings a great wealth of knowledge and experience to Pinnacle, having spent 39 years in the finance industry, of which 20 years in the Compliance department.

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WHAT WE OFFER

PERKS & BENEFITS

By providing support for our team at work and at home, we have created a healthy and driven workforce.

HEALTH, DENTAL, VISION

The health of our team is our top priority. We offer comprehensive health plans, including options for additional coverage where you need it most. 

WELLNESS

The health of our team is our top priority. We offer comprehensive health plans, including options for additional coverage where you need it most. 

FLEXIBLE PTO

The health of our team is our top priority. We offer comprehensive health plans, including options for additional coverage where you need it most. 

REMOTE WORK

The health of our team is our top priority. We offer comprehensive health plans, including options for additional coverage where you need it most. 

CAREER ADVANCEMENT 

The health of our team is our top priority. We offer comprehensive health plans, including options for additional coverage where you need it most. 

CONTINUING EDUCATION

We are driven by a culture of growth, and consistently seeking avenues to empower education and career development.

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