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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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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Decision-makers and verified team members
71 contacts with verified email or phone · masked until revealed.
- BJ
Bill Janzen
Dealing Representative · Customer/Client Service
EmailPhone - CL
Christian Loubert
Représentant De Courtier En Marché Dispensé, Représentant De Courtier En Épargne Collective · Other
EmailPhone - DG
Darwin Gerber
Dealing Representative · Customer/Client Service
EmailPhone - FH
Farouk Haji
Exempt Market Dealing Representative · Sales & Business Development
EmailPhone - ML
Maria Lizak
Dealing Representative Exempt Market · Finance & Accounting
EmailPhone - SP
Suhag Patel
Research Analyst, Corporate Finance · Other
EmailPhone - PC
Pierre Cazeau
Directeur d Agence · General Business & Management
EmailPhone - DZ
Davis Zhang
Vice President · General Business & Management
EmailPhone - LM
Lauri Mathieu
Compliance Officer · Finance & Accounting
EmailPhone
Showing 9 of 71 verified contacts
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
Sign up to unlock all 71 contacts at Pinnacle Wealth Brokers
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