Pinnacle Wealth Brokers EMD
Description
Address: 15 Royal Vista Pl NW Suite 320, Calgary, AB T3R 0P3, Canada Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Alberta Phone: (855) 628-4286: : : Category: : : Website: : Place name: Website: http://pinnaclewealthbrokers.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Popular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Saturdays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pinnacle Wealth Brokers Posting publicly on the Web Write a review Reviews"I invested in two financial products suggested by DR of the company." "We tried very hard to contact that staff, she was not responsive too." "The worst investment experience ever." View all Google reviews
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Pinnacle Wealth Brokers EMD Employees
Employee
Years
Job
Industry
Quinn Kuiken Quinn Kuiken's Pinnacle Wealth Brokers EMD Experience October 2011 - February 2012
Job
Industry Investment Banking
Experience
Platform Capital September 2013 - Present
Russell Investments February 2012 - December 2012
Pinnacle Wealth Brokers EMD October 2011 - February 2012
Skills
DCF Valuation, Financial Modeling, M&A Modeling, Investments, Alternative Investments, Corporate Development, Business Development, Securities, Mutual Funds, Relationship Management, Equities, Private Placements, Hedge Funds, Private Equity, Mezzanine Debt, Wholesaling, Sensitivity Analysis
Education
CFA Institute
2016 Level 3 Candidate in the CFA Program
The University of Lethbridge 2002 — 2006
BA, Psychology
Platform Capital September 2013 - Present
Russell Investments February 2012 - December 2012
Pinnacle Wealth Brokers EMD October 2011 - February 2012
Skills
DCF Valuation, Financial Modeling, M&A Modeling, Investments, Alternative Investments, Corporate Development, Business Development, Securities, Mutual Funds, Relationship Management, Equities, Private Placements, Hedge Funds, Private Equity, Mezzanine Debt, Wholesaling, Sensitivity Analysis
Education
CFA Institute
2016 Level 3 Candidate in the CFA Program
The University of Lethbridge 2002 — 2006
BA, Psychology
Darvin Zurfluh CFP, RFC, FMA, FCSI Darvin Zurfluh CFP, RFC, FMA, FCSI's Pinnacle Wealth Brokers EMD Experience December 2009 - Present
Job Executive Chairman & Founder at Pinnacle Wealth Brokers EMD
Industry Financial Services
Experience
Pinnacle Wealth Brokers EMD December 2009 - Present
The Pinnacle 20/20 Foundation August 2013 - Present
National Exempt Market Association March 2011 - September 2014
Alberta Land & Investment Brokers November 2005 - October 2010
Foresters September 2000 - November 2004
CIBC December 1998 - July 2000
Skills
Investments, Strategic Financial..., Alternative Investments, Mortgage Lending, Wealth Management, Investment Strategies, Retirement Planning, Asset Managment, Estate Planning, Real Estate, Private Equity, Securities, Small Business, New Business Development, Retirement, Business Strategy, Insurance, Strategic Planning, Mutual Funds, Financial Advisory, Wealth, Life Insurance, Long-term Care, Business Planning, Asset Allocation, Wealth Accumulation, Funding, Retirement Savings, Asset Management, Banking, Credit, Tax, Wealth Management..., Pensions, Critical Illness, Financial Services, Investment Advisory, Inheritance Tax Planning, Venture Capital, Portfolio Management, Entrepreneurship, Loans, Finance, Financial Planners, Mergers & Acquisitions, Leadership, Due Diligence, Investment Management, Valuation, Back Office
Education
Canadian Securities Institue 1999 — 2004
FCSI, Investments
Canadian Institute of Financial Planning 1998 — 2000
CFP, Financial Planning
Northern Alberta Institute of Technology 1995 — 1997
Business Management
Pinnacle Wealth Brokers EMD December 2009 - Present
The Pinnacle 20/20 Foundation August 2013 - Present
National Exempt Market Association March 2011 - September 2014
Alberta Land & Investment Brokers November 2005 - October 2010
Foresters September 2000 - November 2004
CIBC December 1998 - July 2000
Skills
Investments, Strategic Financial..., Alternative Investments, Mortgage Lending, Wealth Management, Investment Strategies, Retirement Planning, Asset Managment, Estate Planning, Real Estate, Private Equity, Securities, Small Business, New Business Development, Retirement, Business Strategy, Insurance, Strategic Planning, Mutual Funds, Financial Advisory, Wealth, Life Insurance, Long-term Care, Business Planning, Asset Allocation, Wealth Accumulation, Funding, Retirement Savings, Asset Management, Banking, Credit, Tax, Wealth Management..., Pensions, Critical Illness, Financial Services, Investment Advisory, Inheritance Tax Planning, Venture Capital, Portfolio Management, Entrepreneurship, Loans, Finance, Financial Planners, Mergers & Acquisitions, Leadership, Due Diligence, Investment Management, Valuation, Back Office
Education
Canadian Securities Institue 1999 — 2004
FCSI, Investments
Canadian Institute of Financial Planning 1998 — 2000
CFP, Financial Planning
Northern Alberta Institute of Technology 1995 — 1997
Business Management
Randy McCord Randy McCord's Pinnacle Wealth Brokers EMD Experience September 2013 - Present
Job Risk Manager, Money Mentor and Private Equity Specialist
Industry Financial Services
Experience
National Best Financial Network June 2010 - Present
Pinnacle Wealth Brokers EMD September 2013 - Present
Public Speaker - Workshop Facilitator January 2010 - Present
Mount Royal University March 2011 - March 2015
BNI April 2013 - April 2014
Schenker of Canada Ltd 1990 - 2009
Skills
Debt Management, Mentoring, Financial Education, Real Estate, Portfolio Management, Diversification, Investments, Succession Planning, Estate Planning, Retirement Planning, Insurance, Risk Management, Team Building, Financial Services, Business Planning, Business Strategy, Leadership, Time Management, Disability Insurance, Strategic Financial..., Strategy, Analysis, Small Business, Team Leadership, New Business Development, Business Development, Entrepreneurship, Coaching, Sales, Management, Strategic Planning, Training, Customer Retention, Banking, Mortgage Lending, Wealth, Networking, Retirement, Financial Advisory, Investment Properties, Wealth Management, Asset Management, Investment Strategies, Financial Planners, Critical Illness, Life Insurance, Alternative Investments, Business, Fixed Annuities, Pensions
Education
The University of Calgary 1975 — 1979
BA, General Studies
Sir Winston Churchill High School 1973 — 1975
High School, English
National Best Financial Network June 2010 - Present
Pinnacle Wealth Brokers EMD September 2013 - Present
Public Speaker - Workshop Facilitator January 2010 - Present
Mount Royal University March 2011 - March 2015
BNI April 2013 - April 2014
Schenker of Canada Ltd 1990 - 2009
Skills
Debt Management, Mentoring, Financial Education, Real Estate, Portfolio Management, Diversification, Investments, Succession Planning, Estate Planning, Retirement Planning, Insurance, Risk Management, Team Building, Financial Services, Business Planning, Business Strategy, Leadership, Time Management, Disability Insurance, Strategic Financial..., Strategy, Analysis, Small Business, Team Leadership, New Business Development, Business Development, Entrepreneurship, Coaching, Sales, Management, Strategic Planning, Training, Customer Retention, Banking, Mortgage Lending, Wealth, Networking, Retirement, Financial Advisory, Investment Properties, Wealth Management, Asset Management, Investment Strategies, Financial Planners, Critical Illness, Life Insurance, Alternative Investments, Business, Fixed Annuities, Pensions
Education
The University of Calgary 1975 — 1979
BA, General Studies
Sir Winston Churchill High School 1973 — 1975
High School, English
Tim Duquette's Pinnacle Wealth Brokers EMD Experience 2011 - Present
Job Senior Executive Consultant/Owner at Definition Financial
Industry Financial Services
Experience
Definition Financial April 2014 - Present
Pinnacle Wealth Brokers EMD 2011 - Present
SentryGroup January 2003 - April 2014
SentryGroup 2003 - April 2014
Premier Construction 1988 - 1991
Skills
Investments, Retirement Planning, Wealth, Wealth Management, Strategic Financial..., Tax, Small Business, Coaching, Due Diligence, Entrepreneurship, Alternative Investments, Investment Advisory, Real Estate, Estate Planning, Life Insurance, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Planners, Securities, Strategic Planning, Asset Management, Portfolio Management, Risk Management, Investment Properties, Customer Service, Investment Strategies, Financial Services
Education
University of Guelph 1986 — 1990
BA, Economics
Definition Financial April 2014 - Present
Pinnacle Wealth Brokers EMD 2011 - Present
SentryGroup January 2003 - April 2014
SentryGroup 2003 - April 2014
Premier Construction 1988 - 1991
Skills
Investments, Retirement Planning, Wealth, Wealth Management, Strategic Financial..., Tax, Small Business, Coaching, Due Diligence, Entrepreneurship, Alternative Investments, Investment Advisory, Real Estate, Estate Planning, Life Insurance, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Planners, Securities, Strategic Planning, Asset Management, Portfolio Management, Risk Management, Investment Properties, Customer Service, Investment Strategies, Financial Services
Education
University of Guelph 1986 — 1990
BA, Economics
Yves Morin Yves Morin's Pinnacle Wealth Brokers EMD Experience 2012 - Present
Job CSF chez Groupe LM, Directeur Succursale Marché Dispensé,Pinnacle Wealth Brokers, Placements Privés
Industry Investment Banking
Experience
Pinnacle Wealth Brokers EMD 2012 - Present
Groupe LM , Pinnacle Wealth Brokers 2005 - Present
Skills
PLACEMENTS PRIVÉS, Investissements, Planification..., Gestion de patrimoine, Gestion d'actifs, Entrepreneuriat, Finance, Investissements..., Analyse financière, Capital-investissement, Services financiers
Education
École des sciences de la gestion (ESG UQAM) 2004 — 2007
Université Laval
Pinnacle Wealth Brokers EMD 2012 - Present
Groupe LM , Pinnacle Wealth Brokers 2005 - Present
Skills
PLACEMENTS PRIVÉS, Investissements, Planification..., Gestion de patrimoine, Gestion d'actifs, Entrepreneuriat, Finance, Investissements..., Analyse financière, Capital-investissement, Services financiers
Education
École des sciences de la gestion (ESG UQAM) 2004 — 2007
Université Laval
Barry MacIsaac's Pinnacle Wealth Brokers EMD Experience October 2011 - April 2013
Job Managing Director at BMHC
Industry Financial Services
Experience
BMH Corp. April 2011 - Present
Pinnacle Wealth Brokers EMD October 2011 - April 2013
ExemptAnalyst Inc July 2010 - September 2012
Skills
Financial Accounting, Qualitative Research, Quantitative Analysis, Economics, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Corporate Law, Income Tax, Creative Writing, Report Writing, Business Analysis, Business Strategy, Business Planning, Business Development, Due Diligence, Management, Alternative Investments, Private Equity, Securities
Education
Heriot-Watt University
Business
The University of Lethbridge 2010 — 2011
BMgmt. Finance
Southern Alberta Institute of Technology 2008 — 2010
Diploma, Business, Accounting
BMH Corp. April 2011 - Present
Pinnacle Wealth Brokers EMD October 2011 - April 2013
ExemptAnalyst Inc July 2010 - September 2012
Skills
Financial Accounting, Qualitative Research, Quantitative Analysis, Economics, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Corporate Law, Income Tax, Creative Writing, Report Writing, Business Analysis, Business Strategy, Business Planning, Business Development, Due Diligence, Management, Alternative Investments, Private Equity, Securities
Education
Heriot-Watt University
Business
The University of Lethbridge 2010 — 2011
BMgmt. Finance
Southern Alberta Institute of Technology 2008 — 2010
Diploma, Business, Accounting
Rob Hawkes, CFP Rob Hawkes, CFP's Pinnacle Wealth Brokers EMD Experience June 2013 - Present
Job Compliance Officer at Pinnacle Wealth Brokers EMD
Industry Financial Services
Experience
Pinnacle Wealth Brokers EMD June 2013 - Present
Consultant October 2007 - Present
White Capital Corporation January 2013 - May 2013
White Capital Corporation September 2010 - January 2013
Black Birch Capital Acquisition I Corporation April 2009 - August 2011
Bank of Montreal November 2000 - September 2007
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Investment Strategies, Securities, Private Equity, Asset Management, Venture Capital, Wealth, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Ryerson University
Pinnacle Wealth Brokers EMD June 2013 - Present
Consultant October 2007 - Present
White Capital Corporation January 2013 - May 2013
White Capital Corporation September 2010 - January 2013
Black Birch Capital Acquisition I Corporation April 2009 - August 2011
Bank of Montreal November 2000 - September 2007
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Investment Strategies, Securities, Private Equity, Asset Management, Venture Capital, Wealth, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Ryerson University
Kyle Gunning Kyle Gunning's Pinnacle Wealth Brokers EMD Experience March 2012 - December 2012
Job Account Executive at SUPERPRO Painting Systems
Industry Construction
Experience
SUPERPRO Painting Systems March 2015 - Present
Smart Fix Asphalt Infrared Repair April 2014 - March 2015
3G Safety & Industrial Supply Ltd October 2014 - January 2015
Super Pro Painting Systems 2015 - 2015
La Capitale Financial Services April 2013 - April 2014
Penncorp Life Insurance Company April 2013 - December 2013
Federated Payments Canada December 2012 - March 2013
Pinnacle Wealth Brokers EMD March 2012 - December 2012
Frank Capital Partners February 2012 - March 2012
Pinnacle Wealth Brokers November 2011 - February 2012
Skills
Insurance, Critical Illness, Life Insurance, Strategic Financial..., RESP, Real Estate Financing, Investment Properties, Investors, Sales, Marketing, Small Business, Entrepreneurship, Investments, Business Development, Disability Insurance, Sales Management, Term Life Insurance, Underwriting
Education
Mount Royal University 1993 — 1995
Crescent Heights High School 1988 — 1990
High School Diploma
SUPERPRO Painting Systems March 2015 - Present
Smart Fix Asphalt Infrared Repair April 2014 - March 2015
3G Safety & Industrial Supply Ltd October 2014 - January 2015
Super Pro Painting Systems 2015 - 2015
La Capitale Financial Services April 2013 - April 2014
Penncorp Life Insurance Company April 2013 - December 2013
Federated Payments Canada December 2012 - March 2013
Pinnacle Wealth Brokers EMD March 2012 - December 2012
Frank Capital Partners February 2012 - March 2012
Pinnacle Wealth Brokers November 2011 - February 2012
Skills
Insurance, Critical Illness, Life Insurance, Strategic Financial..., RESP, Real Estate Financing, Investment Properties, Investors, Sales, Marketing, Small Business, Entrepreneurship, Investments, Business Development, Disability Insurance, Sales Management, Term Life Insurance, Underwriting
Education
Mount Royal University 1993 — 1995
Crescent Heights High School 1988 — 1990
High School Diploma
Genesis Tuazon, CCS Genesis Tuazon, CCS's Pinnacle Wealth Brokers EMD Experience April 2013 - March 2015
Job Partner at Brooks Financial | Private Equity Specialist
Industry Financial Services
Experience
TriView Capital Ltd. March 2015 - Present
Brooks Financial - Empowered Divorce Solutions November 2014 - Present
Brooks Financial - Empowered Divorce Solutions September 2014 - Present
Pinnacle Wealth Brokers EMD April 2013 - March 2015
Skills
Investments, Mutual Funds, Wealth Management, Strategic Financial..., Alternative Investments, Investment Advisory, Customer Service, Investment Strategies, Insurance, Finance, Asset Management, Portfolio Management, Leadership, Retirement Planning, Real Estate, Financial Planning, Private Equity, Retirement, Life Insurance, Mortgage Lending, Private Investment, Building Relationships, Securities, Fixed Annuities, Fixed Income Strategies, Creative Financing, English
Education
IFSE Institute 2012 — 2012
Exempt Markets Products, Alternative Investments
Business Career College 2009 — 2009
LLQP, A&S, Insurance Broker
Red River College
Business Administration, Finance, General
Tecnical Vocational High school
Information Technology Studies
TriView Capital Ltd. March 2015 - Present
Brooks Financial - Empowered Divorce Solutions November 2014 - Present
Brooks Financial - Empowered Divorce Solutions September 2014 - Present
Pinnacle Wealth Brokers EMD April 2013 - March 2015
Skills
Investments, Mutual Funds, Wealth Management, Strategic Financial..., Alternative Investments, Investment Advisory, Customer Service, Investment Strategies, Insurance, Finance, Asset Management, Portfolio Management, Leadership, Retirement Planning, Real Estate, Financial Planning, Private Equity, Retirement, Life Insurance, Mortgage Lending, Private Investment, Building Relationships, Securities, Fixed Annuities, Fixed Income Strategies, Creative Financing, English
Education
IFSE Institute 2012 — 2012
Exempt Markets Products, Alternative Investments
Business Career College 2009 — 2009
LLQP, A&S, Insurance Broker
Red River College
Business Administration, Finance, General
Tecnical Vocational High school
Information Technology Studies
Stephan St-Laurent's Pinnacle Wealth Brokers EMD Experience October 2014 - Present
Job Corporate Controller at Pinnacle Wealth Brokers EMD
Industry Nonprofit Organization Management
Experience
Pinnacle Wealth Brokers EMD October 2014 - Present
Prospect Human Services Society April 2012 - September 2014
Heemskirk Canada July 2008 - August 2011
Kitchen and Patio August 2006 - July 2008
Cuisines Rochette 1999 - 2006
Skills
Finance, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Internal Controls, Analysis, Management, Financial Modeling, GAAP, Auditing, Budgets, Risk Management, Financial Planning, Strategic Planning
Education
Université Laval 1991 — 1995
bachelor degree, Accounting and Finance
Université Laval 1991 — 1995
Bachelor, Accounting
Pinnacle Wealth Brokers EMD October 2014 - Present
Prospect Human Services Society April 2012 - September 2014
Heemskirk Canada July 2008 - August 2011
Kitchen and Patio August 2006 - July 2008
Cuisines Rochette 1999 - 2006
Skills
Finance, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Internal Controls, Analysis, Management, Financial Modeling, GAAP, Auditing, Budgets, Risk Management, Financial Planning, Strategic Planning
Education
Université Laval 1991 — 1995
bachelor degree, Accounting and Finance
Université Laval 1991 — 1995
Bachelor, Accounting
Jeremy Wiebe Jeremy Wiebe's Pinnacle Wealth Brokers EMD Experience August 2015 - Present
Job Private Equity Market Specialist
Industry Investment Management
Experience
Pinnacle Wealth Brokers EMD August 2015 - Present
GWR Resources Inc. April 2015 - Present
Wiebe Consulting Inc. 2011 - Present
Mainland Machinery August 2012 - July 2015
Genesis Advanced Technology November 2011 - February 2012
Vivid Glas Water Sales & Distribution Limited April 2011 - November 2011
Agri-Organic (Canada) Ltd. April 2011 - November 2011
St. Stephen's University January 2007 - December 2010
University of New Brunswick 2007 - 2010
McGill University 2005 - 2006
Skills
Business Development, Due Diligence, New Business Development, Market Research, Strategic Partnerships, Strategic Planning, Networking, Investments, Business Strategy, Entrepreneurship, Private Equity, Leadership, Management, Strategy, Contract Negotiation, Connecting People, Public Speaking, Start-ups, Mergers & Acquisitions, Energy, Research, Finance, Mineral Exploration, Venture Capital, Business Planning, International Business, Funding, Mining, Corporate Development, Wine, Business Analysis, Corporate Finance, Management Consulting, Executive Management, Investor Relations, Valuation, Joint Ventures, Investment Properties, Deal Sourcing
Education
McGill University
PhD Candidate (formerly) - Completed Coursework & Exams (ABD)
Trinity Western University
Master's Degree
Regent College 1999 — 2001
Trinity Western University
Bachelor's Degree
Pinnacle Wealth Brokers EMD August 2015 - Present
GWR Resources Inc. April 2015 - Present
Wiebe Consulting Inc. 2011 - Present
Mainland Machinery August 2012 - July 2015
Genesis Advanced Technology November 2011 - February 2012
Vivid Glas Water Sales & Distribution Limited April 2011 - November 2011
Agri-Organic (Canada) Ltd. April 2011 - November 2011
St. Stephen's University January 2007 - December 2010
University of New Brunswick 2007 - 2010
McGill University 2005 - 2006
Skills
Business Development, Due Diligence, New Business Development, Market Research, Strategic Partnerships, Strategic Planning, Networking, Investments, Business Strategy, Entrepreneurship, Private Equity, Leadership, Management, Strategy, Contract Negotiation, Connecting People, Public Speaking, Start-ups, Mergers & Acquisitions, Energy, Research, Finance, Mineral Exploration, Venture Capital, Business Planning, International Business, Funding, Mining, Corporate Development, Wine, Business Analysis, Corporate Finance, Management Consulting, Executive Management, Investor Relations, Valuation, Joint Ventures, Investment Properties, Deal Sourcing
Education
McGill University
PhD Candidate (formerly) - Completed Coursework & Exams (ABD)
Trinity Western University
Master's Degree
Regent College 1999 — 2001
Trinity Western University
Bachelor's Degree
Kevin Klassen's Pinnacle Wealth Brokers EMD Experience June 2015 - Present
Job Finance Executive in Alternative Investments
Industry Financial Services
Experience
Dean Klassen Capital Corp. April 2015 - Present
Pinnacle Wealth Brokers EMD June 2015 - Present
Saga Global Capital Management LLC November 2011 - Present
Independent Consultant 2010 - May 2015
ENTECH Energy Group 2008 - May 2015
Suncor Energy Inc 2004 - 2008
Taiga Building Products 1997 - 2002
Skills
Energy, Contract Management, Petroleum, Strategic Sourcing, Procurement, Supply Chain, Energy Industry, Change Management, Supply Management, Contract Negotiation, Mining, Supply Chain Management, Negotiation, Business Strategy, Materials Management, Business Process..., Project Planning, Logistics, SAP
Education
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Finance and Supply Chain Management
The University of Calgary
Bachelor of Commerce
Dean Klassen Capital Corp. April 2015 - Present
Pinnacle Wealth Brokers EMD June 2015 - Present
Saga Global Capital Management LLC November 2011 - Present
Independent Consultant 2010 - May 2015
ENTECH Energy Group 2008 - May 2015
Suncor Energy Inc 2004 - 2008
Taiga Building Products 1997 - 2002
Skills
Energy, Contract Management, Petroleum, Strategic Sourcing, Procurement, Supply Chain, Energy Industry, Change Management, Supply Management, Contract Negotiation, Mining, Supply Chain Management, Negotiation, Business Strategy, Materials Management, Business Process..., Project Planning, Logistics, SAP
Education
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Finance and Supply Chain Management
The University of Calgary
Bachelor of Commerce
Rick Unrau's Pinnacle Wealth Brokers EMD Experience December 2011 - December 2014
Job Chief Operating Officer at Omniarch Group of Companies
Industry Investment Management
Experience
LendingArch April 2015 - Present
Omniarch Group of Companies December 2014 - Present
Pinnacle Wealth Brokers EMD December 2011 - December 2014
Global Exempt Market Solutions April 2007 - December 2011
The Fog Guy Inc March 2009 - April 2011
Shift Networks 2004 - 2006
Bell Canada 2001 - 2004
JAWZ 2000 - 2001
Skills
Investments, Financial Planning, Business Strategy, Asset Managment, Strategic Planning, Entrepreneurship, New Business Development, Mergers, Wealth Management, Real Estate, Mortgage Lending, Alternative Investments, Start-ups, Business Planning, Negotiation, Finance, Sales Management, Marketing Strategy, Venture Capital, Private Equity, Retirement Planning, Investment Strategies, Strategic Financial..., Mergers & Acquisitions, Securities, Asset Management, Small Business, Portfolio Management, Marketing, Corporate Finance, Management Consulting, Financial Services, Business Development, Due Diligence, Financial Advisory, Investor Relations, Funding, Wealth, Investment Advisory, Valuation, Leadership, Financial Planners, Financial Analysis, Retirement, Real Estate Financing, Equities, Estate Planning, Risk Management, Investment Banking, Capital
Education
The University of Lethbridge 1982 — 1987
B.Mgmt, Finance / Accounting / Bus. Mgmt
Brooks Composite High School 1980 — 1981
LendingArch April 2015 - Present
Omniarch Group of Companies December 2014 - Present
Pinnacle Wealth Brokers EMD December 2011 - December 2014
Global Exempt Market Solutions April 2007 - December 2011
The Fog Guy Inc March 2009 - April 2011
Shift Networks 2004 - 2006
Bell Canada 2001 - 2004
JAWZ 2000 - 2001
Skills
Investments, Financial Planning, Business Strategy, Asset Managment, Strategic Planning, Entrepreneurship, New Business Development, Mergers, Wealth Management, Real Estate, Mortgage Lending, Alternative Investments, Start-ups, Business Planning, Negotiation, Finance, Sales Management, Marketing Strategy, Venture Capital, Private Equity, Retirement Planning, Investment Strategies, Strategic Financial..., Mergers & Acquisitions, Securities, Asset Management, Small Business, Portfolio Management, Marketing, Corporate Finance, Management Consulting, Financial Services, Business Development, Due Diligence, Financial Advisory, Investor Relations, Funding, Wealth, Investment Advisory, Valuation, Leadership, Financial Planners, Financial Analysis, Retirement, Real Estate Financing, Equities, Estate Planning, Risk Management, Investment Banking, Capital
Education
The University of Lethbridge 1982 — 1987
B.Mgmt, Finance / Accounting / Bus. Mgmt
Brooks Composite High School 1980 — 1981
Milan Choulik's Pinnacle Wealth Brokers EMD Experience January 2012 - June 2013
Job Marketing Distributor at Send Out Cards
Industry Public Relations and Communications
Experience
Send Out Cards January 2006 - Present
Pinnacle Wealth Brokers EMD January 2012 - June 2013
Skills
Investments, Hospitality Industry, Real Estate, Mortgage Lending, Portfolio Management, Investment Properties, Equities, Insurance, Entrepreneurship, Business Planning, Solution Selling, Wealth Management, Small Business, Asset Managment, Negotiation, Credit, Investors, Business Development, Marketing, Retirement, Retirement Planning, Asset Management, Estate Planning, Sales, Strategy, Investment Strategies, Strategic Financial..., Wealth, Mutual Funds, Customer Service, Finance, Alternative Investments, Financial Advisory, Leadership, Investment Advisory, Financial Planners, Life Insurance, Securities, Private Equity, Mergers & Acquisitions, Critical Illness, Venture Capital, Disability Insurance, Funding, Real Estate Financing, Residential Mortgages, New Business Development, Valuation, Financial Analysis, Investor Relations
Education
Business School Plzen 1982 — 1986
Diploma, Business and Marketing
Send Out Cards January 2006 - Present
Pinnacle Wealth Brokers EMD January 2012 - June 2013
Skills
Investments, Hospitality Industry, Real Estate, Mortgage Lending, Portfolio Management, Investment Properties, Equities, Insurance, Entrepreneurship, Business Planning, Solution Selling, Wealth Management, Small Business, Asset Managment, Negotiation, Credit, Investors, Business Development, Marketing, Retirement, Retirement Planning, Asset Management, Estate Planning, Sales, Strategy, Investment Strategies, Strategic Financial..., Wealth, Mutual Funds, Customer Service, Finance, Alternative Investments, Financial Advisory, Leadership, Investment Advisory, Financial Planners, Life Insurance, Securities, Private Equity, Mergers & Acquisitions, Critical Illness, Venture Capital, Disability Insurance, Funding, Real Estate Financing, Residential Mortgages, New Business Development, Valuation, Financial Analysis, Investor Relations
Education
Business School Plzen 1982 — 1986
Diploma, Business and Marketing
Todd Gillick, B.Admin., CFP CLU C.F.S.B's Pinnacle Wealth Brokers EMD Experience September 2013 - January 2015
Job Vice President Business Development | Sentry Group
Industry Financial Services
Experience
Sentry Group September 2010 - Present
Chassie Co Financial Corporation March 2006 - Present
Pinnacle Wealth Brokers EMD September 2013 - January 2015
Investors Group July 1994 - December 2007
Skills
Investments, Strategic Financial..., Wealth Management, Public Speaking, Coaching, Alternative Investments, Sales Management, Entrepreneurship, Strategic Planning, Renewable Energy, Start-ups, Energy, Sustainability, Growth Management, Business Strategy, Mortgage Lending, Residential Mortgages, Financial Planners, Leadership, Retirement Planning, Small Business, Financial Advisory, Management, Business Development, Finance, Program Management, Marketing, Training, Project Planning, Financial Planning, Portfolio Management
Education
Lakehead University
Bachelor of Business Administration and Management, Accounting
Sentry Group September 2010 - Present
Chassie Co Financial Corporation March 2006 - Present
Pinnacle Wealth Brokers EMD September 2013 - January 2015
Investors Group July 1994 - December 2007
Skills
Investments, Strategic Financial..., Wealth Management, Public Speaking, Coaching, Alternative Investments, Sales Management, Entrepreneurship, Strategic Planning, Renewable Energy, Start-ups, Energy, Sustainability, Growth Management, Business Strategy, Mortgage Lending, Residential Mortgages, Financial Planners, Leadership, Retirement Planning, Small Business, Financial Advisory, Management, Business Development, Finance, Program Management, Marketing, Training, Project Planning, Financial Planning, Portfolio Management
Education
Lakehead University
Bachelor of Business Administration and Management, Accounting
Alex Kaumeyer's Pinnacle Wealth Brokers EMD Experience July 2013 - July 2014
Job Business Analyst at CP Rail
Industry Financial Services
Experience
Canadian Pacific Railway July 2014 - Present
Pinnacle Wealth Brokers EMD July 2013 - July 2014
Grafton Asset Management June 2012 - August 2012
Community Futures Development Corporation May 2011 - September 2011
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Risk Management, Start-ups, Training, Retail, Microsoft Excel, Leadership, Finance, Business Development, Marketing, Analysis, Investments, Market Research, Social Media, Microsoft Office
Education
Babson College 2009 — 2013
Bachelors of Science in Management, Concentration in Finance/Economics
Penticton Secondary School 2005 — 2007
High School
Canadian Pacific Railway July 2014 - Present
Pinnacle Wealth Brokers EMD July 2013 - July 2014
Grafton Asset Management June 2012 - August 2012
Community Futures Development Corporation May 2011 - September 2011
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Risk Management, Start-ups, Training, Retail, Microsoft Excel, Leadership, Finance, Business Development, Marketing, Analysis, Investments, Market Research, Social Media, Microsoft Office
Education
Babson College 2009 — 2013
Bachelors of Science in Management, Concentration in Finance/Economics
Penticton Secondary School 2005 — 2007
High School