Pinnacle Wealth, situated in Calgary, Alberta, is a rapidly expanding financial services firm. Registered as an exempt market dealer, portfolio manager, mutual fund dealer, and investment fund manager in specific Canadian jurisdictions, Pinnacle Wealth offers private investment opportunities to eligible Canadian investors and institutions facilitated through a network of registered dealing representatives. The firm provides avenues for public market access via specialized portfolio management options, specialized corporate finance, and investment fund management services to both public and private organizations throughout North America.
Embracing an entrepreneurial mindset, Pinnacle Wealth has established itself as one of the largest and most rapidly growing Exempt Market Dealers in Canada. Recognized as an industry leader, the firm is acclaimed for its innovative approaches in raising capital within private markets, contributing to the expansion of both domestic and international economies.
Pension & Benefits Consulting
We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges.
Insurance Services
We structure insurance efficiently to ensure the preservation of wealth and effective succession of businesses and other assets.
Financial & Estate Planning
Our comprehensive approach to financial and estate plans brings clarity to the client and confidence to the other professionals working in an advisory capacity.