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YOUR PATH TO GENERATIONAL WEALTH

Build your family's financial prosperity for ages to come.

THE PINNACLE STORY

Welcome to Pinnacle Financial, an alternative financial services practice specializing in building generational wealth for hardworking Canadian families.

Think of the word ‘pinnacle’. What does it mean to you? 

The dictionary defines “pinnacle” as the highest point, the summit, the culmination. As such, Pinnacle Financial helps bring together your family’s past and present to achieve a lasting summit of financial prosperity for generations to come.

The days of guaranteed financial security through government benefits and corporate pensions are behind us. Those expecting to work 25+ years with a golden retirement to cap life off are in for a rude awakening. It’s time to face these facts. 

Now’s the time to roll up your sleeves to start securing your family’s peace of mind for decades to come, regardless of your current stage in life.

It’s time to face another fact.  The days of the banks promoting your financial security are long gone. Today’s financial industrial complex focuses on loading you up with debt in an effort to help you feel “good” for now but leaves you miserable and bitter when the piper needs to be paid. You’re smart enough to know this. That’s why you’re here. 

Here’s a little inside information. I spent almost 15 years in that system, starting off on the teller front lines and assisting other advisors. It wasn’t long before I found myself advising clients with a net worth ranging from below zero all the way up into tens of millions of dollars. Yet it was the constant pressure to load customers up with more debt or sell the latest shiny investment which finally drove me out. It was time to build my own advice-based and client-centeric practice.

To do that, I needed to bolster my own education. Through continued learning, I earned the Fellow of CSI (FSCI), the Certified Financial Planner (CFP), the Certified Estate Advisor (CEA) and Chartered Investment Manager (CIM) designations, while also being licensed as a Life and Accident & Sickness insurance advisor in Alberta.

 

Can Pinnacle Financial help you? I’m sure it can. But, let’s find out.

THE PINNACLE WAY

FINANCIAL
MANAGER &
ADVISER

ALTERNATIVE INVESTMENT SERVICES

FINANCIAL INTELLIGENCE & INSIGHTS

 

WHAT THEY'RE SAYING

“I chose Adrian as a financial advisor because of his knowledge and experience. He is trustworthy, communicates well and understands my financial needs. He always has my financial well-being upfront."
~ Larysa C.

LET'S GET STARTED

For many Canadian families, the kitchen table is the home’s center for many important conversations and decisions. It’s a place to talk about life, where we laugh a lot and cry sometimes. It’s a place where we talk about our needs and wants, and a place where we reminisce about our past while dreaming about our future.

 

And rightly so, it’s a place where we should talk about money.

 

That’s how I like to kick things off, talking about money, with a free, friendly, no obligation Kitchen Table Session. It’s a relaxed, confidential and productive conversation about you and your money. By the end of our session, I answer all your questions and leave you with plenty of things to think about.

 

And did I mention this session will cost you nothing? I’ll even bring the coffee.

 

Why do I do this? Because I believe it is important to provide an objective financial sounding board in a comfortable setting.

 

Stop risking your financial future using conventional financial advisory and banking means. Take control of your family’s financial prosperity. Why not introduce yourself and let’s get started with your free Kitchen Table Session.

 

We can connect virtually through Zoom or Skype or Google Hangout. Or we can meet in person too. Whatever works for you.

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In your message, please include:
  • Days and times of the week that work best to meet.
  • Will anyone else be joining our session?
  • Preferred method of contact.
  • Any other information you wish to share.

Thank you for your introduction!
I will connect with you within a day or two.

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