In this episode of Beyond Wealth: Success Unscripted, host Matt Calnan speaks with Darvin Zurfluh, the founder and CEO of Pinnacle Wealth Brokers. Darvin is a trailblazer in the alternative investment space, with over 20 years of experience in investments and real estate. Pinnacle Wealth Brokers, one of Canada's leading exempt market dealers, helps investors access private companies seeking capital for growth.
Darvin shares insights into what makes exempt market dealers different from traditional financial advisors, how alternative assets—such as private companies and real estate—can provide unique opportunities for diversification, and why they should be considered by both seasoned and novice investors. He also discusses the history and challenges of founding Pinnacle, the due diligence process for investment offerings, and the importance of understanding investment products.
If you're curious about how to navigate alternative investments and want to explore private market opportunities, this episode provides invaluable insights from one of Canada's foremost experts.
Guest Info: Darvin Zurfluh is the founder and CEO of Pinnacle Wealth Brokers. He holds a CFP designation and is a Fellow of the Canadian Securities Institute. Darvin is passionate about helping Canadians access alternative investments and has built Pinnacle into a leader in the exempt market industry.
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