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Pinnacle Wealth

PINNACLE PRIVATE MARKETS

Broaden your portfolio 

Private markets provide opportunities to broadly diversify portfolios through investments not available within the public markets.

WHY PRIVATE MARKETS

TAILOR YOUR PORTFOLIO

Capitalize on the opportunity to solve complex financial challenges by designing and building a portfolio catered to your needs.

CASH FLOW

Integrate liquidity strategies to hedge against inflation and tailor individual portfolios to produce stable income streams. 

TAX STRATEGIES

Explore private market investments that seek to provide strategic tax advantages that help reduce overall tax exposure.

EARLY ACCESS

Invest in early stage companies that have been reviewed and vetted by in-house corporate finance.

COMMUNICATIONS

Receive client statements, detailed product insight, and educational seminars on all of our investment opportunities.

DIVERSIFICATION STRATEGIES

Include deep diversification strategies across asset classes, within asset classes, and broad geographies as a hedge against volatility.

RISK MITIGATION

Incorporate your Individual risk profile in portfolio construction, to ensure alignment with your financial goals and objectives.

HOW WE SELECT INVESTMENTS

MAKING PRIVATE MARKET INVESTMENTS ACCESSIBLE

Our Industry-leading private market expertise allows us to curate investment opportunities that meet both our professional accountability to our clients, and our core investment philosophy of meaningful diversification, and investor accessibility.

1

INVESTMENT OPPORTUNITY

Our in-house corporate finance division identifies investment opportunities across all asset classes that align with our diversification and accessibility mandate. We target markets and opportunities that we believe provide long term growth potential, long term income potential, and sustainability.

2

DUE DILIGENCE

An internal review is completed on each investment opportunity to ensure the investment has been vetted from both an analytical perspective, as well as a deep dive into the principal(s), and operational capacity of the company. Pinnacle Wealth submits all vetted opportunities through an investment committee for review to ensure all aspects of the investment have been explored and vetted prior to closing; as well as a peer review committee to assess the viability of the product within our market share.

3

INVESTOR FIRST

If the investment passes the due diligence process, it moves to a focus on investors. Our investment professionals are required to have knowledge on all the investment products available through Pinnacle Wealth, and in alignment with compliance processes and procedures, are accountable for ensuring an investment(s) is suitable prior to making recommendations to clients. 

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UNDERSTANDING RISK

THE PRIVATE MARKETS ARE HIGHLY REGULATED

Private markets are not exempt from regulatory requirements focused on investor protection.

INVESTOR RISK PROFILE

FINANCIAL GOALS

LIFE STAGES

INVESTMENT KNOWLEDGE

TIME HORIZON

Before making investment decisions, our clients complete a deep discovery analysis to determine risk profile and suitability.

TAILORED DIVERSIFICATION 

PRIVATE MARKETS CREATE ACCESS

Our focus is creating an accessible marketplace where all investors have the opportunity to benefit from Canadian Private Markets. Capitalize on the opportunity for tailored portfolio diversification.

Self Storage

Energy

Manufacturing

Music Royalties

Health Care

Bio Technology

Camping & RV Industry

Mining

Dental Services

Senior Living Facilities

Diversified Industries

Lending Strategies

Industrial Real Estate

Multi-Family Real Estate

Agriculture Technology

Industrial Services

CURRENT INVESTMENTS : JANUARY 2024

BUILD A CUSTOM PORTFOLIO OF REAL ASSETS

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COMMERCIAL REAL ESTATE

Triumph Real Estate Investment Trust

January 2024 : Active Online

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MULTI REAL ESTATE

Centurion Apartment Real Estate Investment Trust

January 2024 : Active Online

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CAMPING & RV INDUSTRY

Pinnacle Lifestyles Fund III

January 2024 : Active Online

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INDUSTRIAL/COMMERCIAL SERVICES

Newlook Capital Industrial and Infrastructure Services Fund III

January 2024 : Active Online

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MULTI-FAMILY REAL ESTATE

Pier 4 Real Estate Investment Trust

January 2024 : Active Online

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MUSIC ROYALTIES

ICM Crescendo Music Royalty Fund

January 2024 : Active Online

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INDUSTRIAL MANUFACTURING

Lynx Equity Income Trust

January 2024 : Active Online

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ENERGY

Invico Diversified Income Fund

January 2024 : Active Online

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INDUSTRIAL REAL ESTATE

Durum Industrial Reit

January 2024 : Active Online

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RESIDENTIAL REAL ESTATE

Equiton Residential Income Fund Trust

January 2024 : Active Online

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DEVELOPMENT, OPERATING, LENDING

ICM Property Partners Trust

January 2024 : Active Online

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MULTI-FAMILY REAL ESTATE

Pulis Real Estate LP2

January 2024 : Active Online

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SELF STORAGE

Mini Mall Storage properties Trust

January 2024 : Active Online

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DENTAL SERVICES

Newlook Capital Dental Fund

January 2024 : Active Online

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MULTI-FAMILY REAL ESTATE

Avenue Living Real Estate Core Trust

January 2024 : Active Online

Solve complex financial challenges by working with a private market representative.

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