Rencontrez nos sympathiques conseillers locaux dans la région de Saskatchewan. Sélectionnez un conseiller pour savoir où il est inscrit et comment vous pouvez entrer en contact avec lui.
Adam Labuik completed the Canadian Securities Course in 1999. He started in the financial industry in 2000 as financial services advisor. In 2002, Adam moved to the tax consultation industry. His area of expertise is corporate farm tax planning
As a Dealing Representative, Adam discusses with clients their long term investment goals and finds products that work as a solution to their needs. Adam's clients enjoy working with him because of his honest opinions and well thought out plans. His typical day involves a fair amount of travel as the majority of his clients live in rural areas and he typically sees them at their home. He balances his work week with travel, new product knowledge and the paperwork required for the investments.
Adam and his wife have one son. He is a huge baseball and NASCAR fan. Adam is also a member of the Regina Queen City Kinsmen. (20200807)
Private Market Specialist
Darrell brings over 35 years of experience in the financial planning industry, obtaining his Certified Financial Planner (CFP) designation in 1999. His "client first" motto strives to match products and services to the needs and goals of his clients. Darrell guides his clients in making well informed investment decisions and his clients enjoy the fact that he listens to their needs and finds solutions that work. Clients need to understand where their money is invested and how that fits into their retirement planning.
Having witnessed the ups and downs of mutual funds, Darrell moved to private equity investing in 2004. Private Equity investing allows almost everyone to enter the world of investing previously reserved for the wealthy and pension plans.
Pinnacle Wealth Brokers has given Darrell the opportunity to vastly expand the products and services available for his clients. The high level of product screening and due diligence adds to the safety level of your investments. Access to a variety of products adds the diversification needed to succeed.
Darrell also offers planning in the area of Life, Disability and Critical Illness Insurance.
Darrell has been married for over 38 years to the love of his life. Darrell is a self-described "Harley Davidson Nut". Thankfully his wife shares in his passion for the open road. They love traveling and exploring this great world we live in. (20210818)
Private Market Specialist
Michael has specialized in tax planning and tax preparation for 17 years, while managing the local tax office of a national company. His focus was developing strategies for clients to save more of their hard earned tax dollars.
After being an investor in the exempt market space for over 10 years, Michael realized the opportunity of being able to bring private equity investments to retail investors. Pinnacle Wealth Brokers is a leader in the exempt market industry and was a logical choice for Michael to begin his career as a Private Market Specialist.
Michael enjoys building quality, long lasting relationships with clients built on education and trust.
He will meet his clients wherever it suits them best, whether it is over coffee, in his office or at their home at the kitchen table.
Michael is married with two children who are very active. He enjoys family summer vacations and looks forward to visiting Hawaii in the future. (20200807)
Private Market Specialist
Roseline received her Certified General Accountant designation in 1992 and her Certified Financial Planner designation in 1998. She has many years of experience in personal and corporate tax, financial and estate planning, and all areas of accounting and advisory for small businesses from start-up to succession planning. She has enjoyed a career as a partner in a public accounting firm, dealing with clients and helping them achieve their goals. Over the years, she has developed a growing passion for assisting clients in their succession plans, financial goal-setting, and retirement planning. In discussing clients’ current portfolios, she has experienced many clients’ frustrations with the volatility in the public markets, the low rates of return, and the need for more diverse and exciting investment products.
She was introduced to Pinnacle as an investor and quickly realized how well these investments would suit many of her existing friends and clients. Through Pinnacle she has discovered the benefits of participating in exciting real estate opportunities, as well as land development, mortgage funds, and other unique investment opportunities.
Roseline has never appreciated high-pressure sales people, and is not interested in being one of those people. She is, however, available to discuss these investment opportunities to those who are looking for an alternative to the public markets. She can discuss how the different investments can fit into your existing portfolio to provide better diversification.
On the personal side, Roseline has been married for over 35 years and lives on a farm in the St. Denis area east of Saskatoon. They have three children and seven grandchildren, and manage to spend a lot of quality time with them. She commutes daily to her office in Saskatoon and takes the peaceful 35-minute drive as an opportunity to prepare for and unwind from her day. (20200807)
Co Branch Administrator | Dealing Representative
Silas has nearly 25 years of experience in tax and succession planning, specializing in family farm operations. Silas works with families and individuals to save tax dollars and helping with the process of passing the farm business on to the next generation, he has become a trusted source and is always thinking about tax consequences. Most recently, he has focused on building well diversified portfolios to create wealth for his clients. Silas has also started and grown several businesses, earning numerous awards for sales growth and leadership along the way.
Silas has fully embraced financial education and is always attending new courses to increase his tax and investment knowledge. He has taken his CFP course and holds designations in QAFP and EPC (Elder Planning Counselor).
Silas’s client centric point of view, accompanied with his transparency, candidness and easy to understand discussions have always been appreciated by his clients and peers. Silas travels throughout Northern Saskatchewan and is able to work around hectic schedules.
Silas has a very supportive wife, Bobbi, and 5 children ranging in age from early teens to young adult. He chases his kids around various rinks, gyms, and sporting fields. Silas is an avid sports fan and is on the season waiting list for the Green Bay Packers, only 63,212 spots to go! His dream vacation would be to Australia, and he cherishes his annual family trips to many hot climates in North and Central America (20200807)
Trevor has been working in financial services since 2008 and has taken a particular interest in helping farmers and nurses grow their wealth. Trevor finds that "the whole is greater than the sum of the parts" when it comes to client’s portfolios.
Client’s appreciate Trevor's low-pressure approach and laid-back personality. He takes the time clients need to understand the strategies proposed so they can comfortably make informed decisions. Trevor's clients enjoy working with him because of his down-home approach. He meets people where they feel most comfortable, whether that is in their homes, restaurants, tractor cabs, or combines.
Trevor and his wife Christie are almost empty nesters as only one of their four children still lives at home. Trevor enjoys various outdoor activities such as kayaking, fishing, hiking, hunting and cycling. Trevor is a passionate supporter of Canadian Blood Services. He believes everyone should donate blood regularly, as he himself does. Trevor has found it extremely rewarding when clients and others share their stories about how donated blood saved their life or the life of a loved one. (20200720)