Pinnacle Wealth Brokers is a financial services company that specializes in finding well-researched private investment opportunities for financial advisors to provide to their clients.
Private Investment Products
Private investments, or exempt market investments, are opportunities to invest in real estate, insurance, mortgages, industrial projects, etc. They are opportunities, companies and projects that require funding - but are not traded publicly.
We service investors that want to diversify their portfolio similar to some of the top performing pension & endowment funds do.
Pinnacle Wealth Brokers’ story started in 2006 as Alberta Land and Investment Brokers. The company was very successful and was named the number one fastest growing company in Alberta for the under-20-million-dollar category. In 2010 a new regulatory regime took effect and founder Darvin Zurfluh made the decision to apply for an Exempt Market Dealer License with the intentions of going national. A leading marketing firm was engaged to find a new brand that would build on the momentum as this alternative investment dealer established roots across the nation. Pinnacle Wealth Brokers Inc. was formed.
Excellent research has always been a key to being successful in the private investment market. Knowing this, Pinnacle Wealth Brokers made a deal to acquire Exempt Analyst, the top exempt market research firm in the country, in the fall of 2011.
There was an opportunity to merge with the well-established Global Exempt Market Solutions shortly afterwards; creating the largest independent exempt market dealer in Canada. Being the largest allowed Pinnacle Wealth Brokers the opportunity to provide more services, gain efficiencies, and have coast-to-coast representation in the Canadian market.
Pinnacle Wealth Brokers has seen consistent growth since the beginning. Smart growth is important because it has allowed them to have the capital-raising power to attract incredible opportunities for their representatives and their clients.
Smart, fast growth continues to define the Pinnacle Wealth Brokers’ story. They were named on the Fast Growth 50 list again in 2013. Today, the company focuses heavily on working with the industry association NEMA (National Exempt Market Association) which it was one of the founders to help make private market investing easier and safer.