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.
STORY
LEADERSHIP
TEAM
REPRESENTATIVES
CAREERS
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.
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
Martin Theodore, CIM,PMP
Managing Director
Dan Brodeur
Senior VP Business Development
Deborah Work-man
Chief Compliance Officer, Head of Administration
Richard Ayotte
VP Finance
Barry Powley, CFA, CMT, MBA
Portfolio Manager
Pinnacle Asset Management
Jean-François Laurin
VP Business Development
Eastern Canada
Our Team.
Benjamin Tan, CFA
Associate, Corporate Finance
Michael Edwards
BBA, CA, CFP, CLU, TEP
BOARD MEMBER
Vlada Vashchenko
MARKETING COORDINATOR
Cori Fitzsimonds
Marketing Manager
Lauri Mathieu
COMPLIANCE OFFICER
Lindsay Walsh
MANAGER - INTERNAL AUDIT
Michelle Atkinson
OPERATIONS COORDINATOR
Anastasiia Makhanova
DATA COORDINATOR
Adnane Benchekroune
INTERNAL ACCOUNTANT
We’re building a better financial services experience for everyone.
Pinnacle Wealth was founded on the belief that quality financial services should be accessible for all Canadians.
ESTABLISHED 2006
INVESTED $1.3B+
INVESTMENT PROFESSIONALS 70+
CLIENTS 10,000+