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Cooper Duncan is listed as Private Real Estate & Alternative Investments at Pinnacle Wealth Brokers, a company with 81 employees, based in Greater Calgary Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Cooper Duncan.
Cooper Duncan previously worked as Dealing Representative at Pinnacle Wealth Brokers and Company Owner at Duncan Capital Investment Services Ltd.. Cooper Duncan holds Bachelor Of Commerce - Bcom, Economics And Finance from Lang School Of Business And Economics - University Of Guelph.
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My professional time is spent working with business owners and accredited investors to protect their wealth by successfully diversifying their assets into suitable alternative investments. My focus is to understand the needs, circumstances, and goals of all my clients. By doing so, I am able to forge genuine relationships with them and provide a personalized service.Capital preservation is the cornerstone of my investment philosophy, from there I work with clients to find the right balance between income and growth based investments that are most suitable.This process involves myself becoming aware of a clients financial position & affairs, risk capacity & tolerance, goals and future plans. This critical information allows me to provide clients with a service and solutions that are most aligned with their goals. Commonly, clients are seeking a passive and strategic way to diversify their wealth beyond the public market and into real assets.Typical client investment strategies:– Increase overall diversification, across multiple asset classes, exchanges, markets – Tax efficient investment opportunities that are aligned with client goals– High yield passive income, either to reinvest and compound or fund expenses– Achieve strong risk-adjusted returns offered in the private-alternative marketOur diverse investment offerings include real assets like real estate, private equity & credit, infrastructure, energy/commodities, hedge-fund strategies, and more.Many of our offerings are eligible for registered accounts such as TFSA, RRSP, etc.Cooper is a Dealing Representative with Pinnacle Wealth Brokers and currently registered with the securities commissions in the provinces of Alberta & Ontario.To discuss your financial and investment needs further, please book a meeting
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Greater Calgary Metropolitan Area
Responsible for managing private market investments for accredited investors and business owners. Alternative investment offerings, primarily private equity and credit. Focus on diverse real estate, staple businesses, infrastructure, natural resources, energy, mining, hedge funds, etc. ____________________________________Pinnacle Wealth, situated in.
Greater Calgary Metropolitan Area
Boutique Investment / Research Services Previous Operations: Provided portfolio modelling services on public securities, with a focus on macro stress-testing, risk analysis, draw-down mitigation, diversification/hedging strategies, and portfolio due diligence Utilized a robust multilevel regression software to complete technical analysis Advisory &.
Toronto, Ontario, Canada
Responsible for facilitating:- Investment/Business Loans - Residential mortgages, primarily for multi-family investors
Guelph, Ontario, Canada
Collaboratively managed a diverse value-focused portfolio of public equities and bonds on behalf of Fidelity Investments Canada.Responsible for portfolio allocation, market analysis, managing team of senior and junior analyst
Guelph, Ontario, Canada
Responsible for technology, financials, and real estate sector(s)Built bottom-up valuation on equities of interest Presented bi-weekly stock pitches to portfolio manager team and other executivesCommon models used: DCF, DDM, NAV, relative value assessments, etc.
Assisted Sector Analyst in bottom-up valuations for equities within Technology, Financials, and Real Estate Presented bi-weekly stock pitches to portfolio manager team and other executives Common models used: DCF, DDM, NAV, relative value assessments, etc.
Other employees you can reach at pinnaclewealthbrokers.com. View company contacts for 81 employees →
Janine G.
Colleague at Pinnacle Wealth BrokersCanada, Canada
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Marc Ledoux
Colleague at Pinnacle Wealth BrokersMontreal, Quebec, Canada, Canada
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Phoebe Chan 陈慧冰
Colleague at Pinnacle Wealth BrokersVancouver, British Columbia, Canada, Canada
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Valérie Chartier, Pl.Fin, Cim®
Colleague at Pinnacle Wealth BrokersMirabel, Quebec, Canada, Canada
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Dan Brodeur
Colleague at Pinnacle Wealth BrokersCalgary, Alberta, Canada, Canada
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Carolyn Seaforth
Colleague at Pinnacle Wealth BrokersToronto, Ontario, Canada, Canada
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Patricia Melville
Colleague at Pinnacle Wealth BrokersCalgary, Alberta, Canada, Canada
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Wayne Barrows
Colleague at Pinnacle Wealth BrokersCanada, Canada
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Sonia Fernandes Mancebo
Colleague at Pinnacle Wealth BrokersLaval, Quebec, Canada, Canada
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Zeynel Azimullah Cphr
Colleague at Pinnacle Wealth BrokersGreater Vancouver Metropolitan Area, Canada
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Completed with Honours
Activities and Societies: Participated in various school sports. Active member in student investment club.Graduated with Honours/Ontario.
Quick answers generated from the profile data available on this page.
Cooper Duncan works for Pinnacle Wealth Brokers.
Cooper Duncan is listed as Private Real Estate & Alternative Investments at Pinnacle Wealth Brokers.
Cooper Duncan is based in Greater Calgary Metropolitan Area, Canada, Canada while working with Pinnacle Wealth Brokers.
Cooper Duncan has worked for Pinnacle Wealth Brokers, Duncan Capital Investment Services Ltd., Citadel Mortgages, Td, and Guelph Student Investment Council.
Cooper Duncan's colleagues at Pinnacle Wealth Brokers include Janine G., Marc Ledoux, Phoebe Chan 陈慧冰, Valérie Chartier, Pl.Fin, Cim®, and Dan Brodeur.
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Cooper Duncan holds Bachelor Of Commerce - Bcom, Economics And Finance from Lang School Of Business And Economics - University Of Guelph.
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