Designed You Financial Strategies

Pinnacle Wealth is a privately held financial firm established in 2006, committed to delivering individualized strategies to both individual and institutional investors. With a focus on diverse financial products and services, the firm addresses complex financial challenges through an opportunistic and transparent approach to wealth creation. Dedicated to empowering clients, Pinnacle Wealth emphasizes financial literacy and robust investor support, ensuring that each investment aligns with individual risk profiles and objectives. Their comprehensive compliance framework and active portfolio management strategies aim to foster informed decisions and sustainable growth for investors at every stage of their financial journey. Generated from the website

Pinnacle Wealth is a privately held financial firm based in Canada, established in 2006, with a focus on creating individualized strategies for investors by offering a diverse range of financial products and services. With a team of 70 investment professionals, the firm caters to over 10,000 clients, providing tailored solutions to complex financial challenges while emphasizing transparency and accessibility for individual and institutional investors. The company adopts an opportunistic approach to investment, facilitating access to both private and public market opportunities while prioritizing risk management and investor education. Pinnacle Wealth is committed to ensuring client suitability and compliance with regulatory obligations, enabling investors to make informed decisions for achieving their financial goals. Generated from the website

Equity Associates Inc. is a prominent independent investment dealership based in Canada, dedicated to empowering Financial Advisors with the freedom to manage their businesses according to their own values and client needs. The firm emphasizes Advisor independence, providing solid support with attractive compensation models, comprehensive back-office administration, and advanced technological solutions. With a leadership team of industry experts, Equity Associates is committed to fostering the success of its Advisors and their clients. Valuing independence and innovative approaches, the company aims to create effective solutions that enhance business growth and uphold the integrity of each Advisor's practice. Generated from the website