Pinnacle Wealth Brokers

About Us

Pinnacle Wealth Brokers Inc. is registered as an Exempt Market Dealer in the provinces of AB, BC, SK, MB, ON, QC, NS, NB, and NL. Pinnacle Wealth Brokers is also registered as a Portfolio Manager in AB and ON and as an Investment Fund Manager in AB, ON and NL and QC.

Pinnacle Wealth Brokers provides private investment opportunities to qualifying Canadians through a network of trained, registered representatives throughout the country. Pinnacle Wealth Brokers has 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.

How We Got Started

I felt it was important to be able to help my clients to diversify into alternative investments to reach their retirement and wealth planning goals. As a Private Market Specialist with Pinnacle Wealth Brokers, I provide my clients with alternative investment solutions including exempt market offerings that provide the potential for monthly or quarterly cash flow, tax savings, and profit-sharing.

Highly Recommended

"Provides professional advise to her clients and is always well informed of potential investments..." Read more "Provides professional advise to her clients and is always well informed of potential investments that fit client needs."

"the exempt markets"

Private Market Investment Opportunities

As a Private Market Specialist with Pinnacle Wealth Brokers, I provide my clients with alternative investment solutions including exempt market off...

Highly Recommended

"Dave does an excellent job of diversifying his clients in both public and private investments."

"Kathy has helped us twice to sell our home and purchase a new one. She was a fantastic help."

Recent Activity

Maria from Pinnacle Wealth Brokers Answered this on December 24, 2018

Create a series of educational marketing videos for use on social media and Kajabi, an online platform to market and deliver courses. (more) Create a series of educational marketing videos for use on social media and Kajabi, an online platform to market and deliver courses.

Maria from Pinnacle Wealth Brokers Answered this on November 26, 2018

Thanks for reaching out Bruce. I had an uncle who once took the cash he had to a casino and cam back 3 days later with enough cash to make payroll. Not generally a recommended strategy though... You could look at offering equity in your company, or raising capital privately through debt... (more) Thanks for reaching out Bruce. I had an uncle who once took the cash he had to a casino and cam back 3 days later with enough cash to make payroll. Not generally a recommended strategy though... You could look at offering equity in your company, or raising capital privately through debt instruments or by offering royalties. Because I am Canadian-based, most of my contacts are here, though. Hope this gives you some food for thought.

Maria from Pinnacle Wealth Brokers Answered this on June 11, 2018

It makes a lot of sense Derek. We have 2 offices in Edmonton / Sherwood Park. One is General Insurance and the other is Tax Preparation. Both offices incorporate financial services. I will be in Edmonton tomorrow afternoon. Text me at 403-614-4146 if you would like to discuss. (more) It makes a lot of sense Derek. We have 2 offices in Edmonton / Sherwood Park. One is General Insurance and the other is Tax Preparation. Both offices incorporate financial services. I will be in Edmonton tomorrow afternoon. Text me at 403-614-4146 if you would like to discuss.

Join Maria and 11+ million other Small Business Owners

Join Maria and 11+ million other Small Business Owners

Maria Lizak

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Join Maria and 11+ million other Small Business Owners

Join Maria and 11+ million other Small Business Owners

Maria Lizak