Pinnacle Wealth Brokers
Pinnacle Wealth Brokers is an Alberta-based company which was created in 2009 and which specializes in the private market or the exempt market.
The Canadian company has been very successful since its creation, thanks not only to strategic decisions which have borne fruit, but also to an ethos regarding the selection of businesses that it chooses to invest in as well as the financial advisors that represent it.
Pinnacle Wealth Brokers understand how important your investments are to your family and your future. They are a values driven organization. When making decisions they thoughtfully consider their core principles and strive for alignment between their interests and those of their investors.
Pinnacle Wealth Brokers Inc. (“Pinnacle”) is “continually seeking unique opportunities to increase wealth” for our investors.
Pinnacle provides private investment opportunities to qualifying Canadians through a network of trained, registered representatives throughout the country.
Pinnacle been recognized as one of the top growth companies in Canada in 2013 by Profit Magazine as well as one of the Fast 50 Growth companies for both 2013 and 2014 by Alberta Venture Magazine.
Pinnacle is registered under applicable securities law as an Exempt Market Dealer in the provinces of AB, BC, SK, MB, ON, QC, NS, NB, and NL. Pinnacle is also registered under applicable securities law as a Portfolio Manager in AB and ON and as an Investment Fund Manager in AB, ON and NL and QC.
Eric Roy is registered as a dealing representative of Pinnacle in AB, BC, SK, MB, ON, QC, NS, NB, and NL.
In a nutshell:
- “Due diligence” with companies/projects in which they invest
- Annual audited financial statements of issuers
- Financial stability and continued business growth
- Corporate Governance