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The Best Practices of Elite Advisors Panel at the 2024 Pinnacle Wealth Conference 

Writer's picture: Pinnacle WealthPinnacle Wealth


 

The Best Practices of Elite Advisors Panel at the 2024 Pinnacle Wealth Conference in Kelowna showcased a wealth of insights and strategies aimed at elevating advisory excellence.


The panel highlighted the Pinnacle Platform's unique benefits, emphasizing its diversified investment strategies and comprehensive asset allocation as a clear advantage for Elite Advisors working with High Net Worth (HNW) clients. Panelists explored the essential activities that set Elite Advisors apart from their peers, emphasizing the importance of personalized client engagement, tailored financial solutions, and a commitment to delivering exceptional service. 


We would like to extend a sincere thank you to all the panelists for their invaluable contributions to the enriching dialogue, shedding light on industry best practices and innovative approaches to advisory excellence. Special appreciation goes to Martin Theodore for his focused moderation, guiding the conversation with expertise and insight. The active participation of Dealing Representatives further enriched the panel, fostering a collaborative environment focused on driving success and excellence in the financial advisory realm. 


 

Moderator

Martin Theodore - Pinnacle Wealth : Head Office


Panelists

Alexandre Guilbeault - Pinnacle Wealth : Dealing Representative 

Peter Wickwire - Pinnacle Wealth : Dealing Representative 

Yves Morin - Pinnacle Wealth : Dealing Representative 

Jerald Tekatch : Millenium III



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$1.3B+

INVESTED 

70+

INVESTMENT PROFESSIONALS 

10,000+ 

CLIENTS

2006  

ESTABLISHED 

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PINNACLE WEALTH

Diversify and scale your investment portfolio through a large selection of Private Market Investments, Public Market Investments, and Insurance Strategies.

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Pinnacle Wealth Brokers Inc. (“Pinnacle”) is registered as an Exempt Market Dealer in the provinces of Canada. Pinnacle is also registered as a Portfolio Manager in BC, AB, MB, SK, QC and ON and as an Investment Fund Manager in AB, ON and NL and QC. Pinnacle provides private investment opportunities to qualifying Canadians through a network of trained, registered dealing representatives throughout the country. This information does not constitute the sale or purchase of securities. This is not an offering of securities. Offerings are made pursuant to an offering memorandum and only available to qualified investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. The risks of investing are outlined and detailed in the applicable offering memorandum and you must review the offering memorandum in detail prior to investing. Investments are not guaranteed or insured and the value of the investments may fluctuate.

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