A diverse portfolio is one of the very best ways to invest your money and help it grow -- even in an uncertain world. With product offerings in the private market as well as segregated funds — a product offered through insurance that gives you access to public market investments — I am well equipped to help you create the best financial plan to achieve your goals. Additionally, I offer traditional insurance products that can help provide financial peace of mind.

Product offerings to help you achieve your financial goals.

Investments

From planning for retirement to saving for your child's education and everything in between, these traditional investment options are a great place to start. When we meet during your free consultation, I'll take the time to learn about your financial goals and help you develop the best investment plan. Likely, your plan will include some of these options as well as options from other product buckets below to help diversify your portfolio. Of course, if you have a specific interest in one of these options, please contact me and we can discuss what is best for you.

  • Segregated Funds through Insurance

  • Tax Free Savings Account (TFSA)

  • Registered Retirement Savings Plan (RRSP)

  • Registered Education Savings Plan (RESP)

  • Annuity

  • Guaranteed Investment Account or Guaranteed Investment Certificate (GIA/GIC)

Private Market

Private market investing is can also be called exempt market investing and refers to investments that are not publicly traded. These investment opportunities are a great way to diversify your portfolio and understand the benefit of patient capital. As a Private Market Specialist with Pinnacle Wealth Brokers, I can provide you access to a variety of investment opportunities listed below. Depending on the investment, distributions may be made quarterly or annually. Or, the investment may be more focused on growth. Generally you should plan for your money to be invested in these opportunities from 1-5 years. More details are available on specific offering memorandum for each investment type. 

  • Land

  • Real Estate

  • Mortgages

  • Corporate Bridge Lending

  • Factoring and insured receivables

You can view current private market investment opportunities available on Pinnacle Wealth Brokers' website. Please note that offerings may change at any time.

*Private market investments are available and regulated through my exempt market dealer Pinnacle Wealth Brokers Inc. Pinnacle Wealth Brokers does not regulate any business outside of the private markets such as insurance, segregated funds, etc.

Insurance

A smart financial plan includes more than just an investment strategy -- it includes a plan to protect your money, too. Diversifying helps mitigate the risk of your investments, but insurance plays another crucial role in the protection of your money. I offer a variety of insurance options from short-term needs like travel insurance to long-term plans to help protect your family, like life insurance. When we meet during your free consultation, I'll be sure to address your insurance needs as well as your investment strategy.

  • Life insurance

  • Health & dental insurance

  • Travel insurance

  • Critical Illness Insurance

  • Disability Insurance

  • Long-term Care

  • Group Benefits

Individual Banking Concept

Are you looking for a unique investment strategy that allows you to essentially be your own bank? I can help you create and execute a plan that allows you to use permanent life insurance to create a cash flow. Many customers use this concept to finance a new home or automobile without having to take a loan from the institutional bank. Sound appealing? Contact me to see if this investment strategy could work for you.

Cash Management

Need help managing your day-to-day cash flow? I can help you devise a plan that works for you that looks at all aspects of your finances. Cash management can help you pay down debt while also saving for future purchases. This can also be helpful for people who need to identify money in their finances that they can invest. I can help you find money that isn't working for you the way it should be. 

Corporate Investing

Do you own your own business? Let me help you intelligently invest your money in a tax advantaged way, while increasing the amount you earn on it. You've worked hard for this money -- let me show you how your money can work hard for you!

*Disclaimer: I am not a tax specialist. It is always recommended that you refer any tax-related questions to your preferred tax specialist.