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Pinnacle Wealth

Look Ahead. Make A Plan. Grow Your Wealth.

Creating wealth is accomplished through building habits that allow you to consistently reach financial milestones

LIFE INSURANCE

Life insurance is designed to ensure that your dependants will be financially secure upon your death.

Canadians have options when purchasing Life Insurance. Policy type, coverage amounts, timelines, and and how it can be used as a financial strategy for your business should all be considered prior to purchase.

INDIVIDUAL LIFE INSURANCE

Life Insurance as a financial strategy can help ease financial burdens for your family upon your death. Your designated beneficiaries receive a tax free lump sum payment to use either at their discretion, or as defined by you when designing the policy.

  • Tax Free
  • Pay Mortgage
  • Replace Lost Income
  • Maintain Standard of Living
  • Cover Debt(s)
  • Leave Inheritance

As an entrepreneur, you need to protect the sustainability of your business in the event of your passing, as well as strategies for growth and development while you are living. A Life Insurance policy tailored to the specific needs of your business can provide both living and death benefits where you need them most.

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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

INVESTOR PROTECTION

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 todays investor.

RISK PROFILING

Client risk profiling contains a complete understanding of needs, objectives and circumstances, for each investment made.

SECURITIES MONITORING

Pinnacle Wealth has strict processes in place to include ongoing monitoring for significant changes to approved securities sold by the firm.

CORPORATE FINANCE POLICIES

Pinnacle Wealth must develop, implement and continuously update its Corporate Finance Policy to satisfy its all 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.

SUITABILITY TRAINING

All investment professionals within Pinnacle Wealth complete in-depth,  mandatory client suitability training for the individual financial products we provide.

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.

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