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VerifiedFinancial Services· Founded 2009

Pinnacle Wealth Brokers

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.

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HeadquartersCalgary, CanadaEmployees74(51 to 200)Annual revenue$100M to <$1BFounded year2009Websitepinnaclewealth.caLinkedIn profileLinkedIn

Verified contacts

71

available on Kipplo

LinkedIn employees

74

51 to 200 range

Open roles

no listings

Distinct roles

45

indexed titles

Tech stack

1

tools in use

Monthly traffic

1

organic / mo

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Top roles at Pinnacle Wealth Brokers

45 distinct titles indexed · top 10 shown.

  • 7dealing representative
  • 6private market specialist
  • 4dealing representative - exempt market
  • 4dealing representative exempt market
  • 3compliance officer
  • 3exempt market dealing representative
  • 3private equity market specialist
  • 2president
  • 2vice-president, business development
  • 1adjointe administrative
  • +35more titles

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