For more information,​

Private MarkeT Specialist

 

Through Pinnacle Wealth Brokers, I have been providing my clients with tailored investment solutions that provide diversity from traditional investments like mutual funds, stocks and bonds.  These alternative investment solutions, also known as Exempt Market Products (EMPs), can help to stabilize your investment portfolio during times of stock market volatility and protect you from downside risks associated with the stock market.

EMPs are private investment offerings that do not require a Prospectus and are, therefore, not publicly traded.  These opportunities are generally offered through an Offering Memorandum, which is a detailed document outlining the investment.  EMPs tend to provide investors with returns that are NOT correlated to the overall stock market.  This allows you to diversify your investment portfolio and reduce overall risk.  Generally reserved for the wealthy, I can bring these investment options to most Canadians.

In addition, we are partnered with RN Croft Financial, a group of high performing Portfolio Managers.  Through Croft Financial, we can assist you with your public investments and provide you a professionally managed solution for your public investment portfolio.  Generally limited to higher net worth individuals, we are able to bring the Croft platform to our investors for as little as $50,000, to start.

You work hard for your money, now let’s get your money working hard for you.  Mutual funds and the stock markets have been extremely volatile over the past number of years.  Wise investors are looking for alternative investment options to help grow their savings, RRSPs, TFSAs and other financial assets.  They are also looking for ways to save taxes.  I can work with you to choose investment options that help you reach the height of financial success and achieve your financial goals.

Our investment solutions can provide investors with:

          Regular cash flow (monthly and/or quarterly) 

         Equity growth

         Tax Savings


​Investment Options include:

          Real Estate -  Canada and U.S.

                   U.S. Commercial/Retail/Industrial

                   U.S. Multifamily

                   U.S. Land

                   Canadian Multifamily

                   Canadian Land

          Oil and Gas Opportunities

          Small Business Enterprises

          Public Hedged Funds