Darvin Zurfluh Cfp, Fcsi

Darvin Zurfluh Cfp, Fcsi Email and Phone Number

CEO at Pinnacle Wealth and Pinnacle Lifestyles @ Pinnacle Lifestyles
Darvin Zurfluh Cfp, Fcsi's Location
Calgary, Alberta, Canada, Canada
Darvin Zurfluh Cfp, Fcsi's Contact Details

Darvin Zurfluh Cfp, Fcsi personal email

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About Darvin Zurfluh Cfp, Fcsi

Mr. Zurfluh is Founder, and CEO of Pinnacle Wealth Brokers, a National Exempt Market Dealer registered from Nova Scotia to British Columbia. He is a Director for Pinnacle Wealth Planning, an Insurance Agency. A founding sponsor of the National Exempt Market Association, and a Founder and Director in the Pinnacle 20/20 Foundation. Darvin has a developed a background in investments and real estate over the last 20 years and earned numerous designations, including Fellow of the Canadian Securities Institute (FCSI), the highest honor in the financial services industry, Financial Management Advisor (FMA) through the Canadian Securities Institute. He also holds CFP through the Financial Planners Standards Council, and (RFC) through The IARFC, International Association of Registered Financial Consultants. Darvin has earned much of his wealth through his personal real estate refurbishments, rental properties and passive real estate investments. In 1997 he started in the banking industry, dealing with investments, loans and mutual funds. In the year 2000 he obtained his life and disability licenses to offer full service financial planning, where he later became the Top Canadian Senior Financial Producer for a large insurance firm. While he gained much experience in mortgages and mutual funds he found his true passion is searching for alternative investments. Darvin was a pioneer in the industry; bringing the first sizeable exempt market distribution channel in Western Canada known as Alberta Land & Investment Brokers, which was recognized as the fastest growing company in Alberta by Venture Magazine’s Fast Growth 50 (under 20 mil category) and 9th fastest Emerging Growth Company in Canada by Profit Magazine. With intentions to grow outside of Alberta, Pinnacle was formed and has more Dealing Representatives than any Exempt Market Dealer in the country. Darvin is a fourth generation Albertan and resides in Calgary with his wife and four children.

Darvin Zurfluh Cfp, Fcsi's Current Company Details
Pinnacle Lifestyles

Pinnacle Lifestyles

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CEO at Pinnacle Wealth and Pinnacle Lifestyles
Darvin Zurfluh Cfp, Fcsi Work Experience Details
  • Pinnacle Lifestyles
    Ceo
    Pinnacle Lifestyles Dec 2020 - Present
    Calgary, Alberta, Canada
    Pinnacle Lifestyles is NOT just another vacation concept. Pinnacle Lifestyles is an alternative to the broken North American way of living through a focus on and commitment to the ongoing pursuit of improving our lives.Pinnacle Lifestyles is about putting a focus on enjoying life through deeper social connections within like-minded communities.Pinnacle Lifestyles is about putting your health, happiness, and balance ahead of an unattainable dream through an active lifestyle that captures the immense benefits of the great outdoors.
  • Pinnacle Wealth Brokers
    Ceo And Founder
    Pinnacle Wealth Brokers Dec 2009 - Present
    Edmonton, Canada Area
    As Founder and Chairman of the Board, I bring over 25 years of well-rounded financial services experience. In the last 10 years my brokerage has funded over 250 offerings in the exempt market totaling over 1.3B. Now also growing a life insurance agency (looking for leaders) My devotion to excellence in the field has culminated in my designation as a Fellow of Canadian Securities Institute (FCSI); the highest honour in the financial services industry.Starting my career in the banking industry provided me a solid foundation from which I was able to quickly and successfully transition into the investment arena and become the Top Canadian Senior Financial Producer for a large insurance firm.A pioneer in the industry; bringing the first sizeable exempt market distribution channel in Western Canada. Known as Alberta Land & Investment Brokers, my company was recognized as Alberta’s fastest growing company in 2010 by Alberta Venture (under $20 million category). With the welcomed changes to market regulation, I realized that I would have to make a very serious commitment to the industry if I wanted to provide investment brokers and investors with better service. With my daring vision and formidable knowledge of the field, I formed Pinnacle Wealth Brokers Inc. Pinnacle is a founding member of the National Exempt Market Association, which has since merged and become the Private Capital Markets Association.
  • The Pinnacle 20/20 Foundation
    Founder And Director
    The Pinnacle 20/20 Foundation Aug 2013 - Present
    Calgary, Canada Area
    I oversee the Fundraising objectives and put in place the agreements with the Charities in Balfate Honduras. We are seeking laptops in good condition, along with other school supplies, toys, and medical supplies. The goal in Honduras is to first provide the necessities, education, and then promote entrepreneurism. The area has very rich lands and is starting to grow in tourism.http://www.pinnacle2020foundation.com/
  • National Exempt Market Association
    Director And Co-Founder
    National Exempt Market Association Mar 2011 - Sep 2014
    Calgary, Canada Area
    The National Exempt Market Association (NEMA) was founded in 2011 by a group of dealers, issuers, and service providers who are involved in the exempt market securities industry in Canada. The founders of NEMA recognized an ongoing need to collaborate, evaluate, and communicate regarding the effects of some of the ideas brought forth by our industry's regulatory and governing bodies.Operating as a non-profit organization, NEMA stands united as a collective voice speaking loud and clear on behalf of all those in the exempt market industry throughout Western Canada.
  • Alberta Land & Investment Brokers
    President
    Alberta Land & Investment Brokers Nov 2005 - Oct 2010
    Had over 40 financial Reps that offered selected alternative investment opportunities.Most were RRSP, and TFSA eligable. Rest are tax efficient and offer tax write offs and credits.
  • Foresters
    Senior Financial Rep
    Foresters Sep 2000 - Nov 2004
    Did Financial Planning for hundreds of clients and was recognized as the top Rep in the Nation in 2002 for investment and insurance sales (and top 4 the other 3 years)Mentored other financial reps to become top 10% producers and qualify for producers forum.Participated in many charitable events with Foresters such as working with inner city schools, and fundraising for Childrens Miracle Network and the Stollery Hospital.
  • Cibc
    Financial Advisor Imperial Service
    Cibc Dec 1998 - Jul 2000
    Edmonton, Alberta, Canada
    Handles Investments and Debt for the banks Imperial Service clients

Darvin Zurfluh Cfp, Fcsi Skills

Alternative Investments Estate Planning Financial Advisory Leadership Banking Financial Planners Retirement Savings Pensions Insurance Retirement Planning Valuation Wealth Management Services Tax Portfolio Management Critical Illness Investments Mortgage Lending Finance Strategic Planning Asset Allocation Investment Advisory Asset Managment Financial Services Wealth Management Life Insurance Mutual Funds Business Planning Strategic Financial Planning Investment Strategies Entrepreneurship Real Estate Wealth Accumulation New Business Development Asset Management Credit Long Term Care Wealth Back Office Private Equity Small Business Business Strategy Due Diligence Inheritance Tax Planning Funding Venture Capital Retirement Mergers And Acquisitions Loans Securities Investment Management

Darvin Zurfluh Cfp, Fcsi Education Details

Frequently Asked Questions about Darvin Zurfluh Cfp, Fcsi

What company does Darvin Zurfluh Cfp, Fcsi work for?

Darvin Zurfluh Cfp, Fcsi works for Pinnacle Lifestyles

What is Darvin Zurfluh Cfp, Fcsi's role at the current company?

Darvin Zurfluh Cfp, Fcsi's current role is CEO at Pinnacle Wealth and Pinnacle Lifestyles.

What is Darvin Zurfluh Cfp, Fcsi's email address?

Darvin Zurfluh Cfp, Fcsi's email address is da****@****ons.com

What schools did Darvin Zurfluh Cfp, Fcsi attend?

Darvin Zurfluh Cfp, Fcsi attended Canadian Securities Institue, Canadian Institute Of Financial Planning, Nait (Northern Alberta Institute Of Technology), Nait (Northern Alberta Institute Of Technology), Northern Alberta Institute Of Technology.

What are some of Darvin Zurfluh Cfp, Fcsi's interests?

Darvin Zurfluh Cfp, Fcsi has interest in Children, Economic Empowerment, Education, Environment, Poverty Alleviation, Human Rights, Health.

What skills is Darvin Zurfluh Cfp, Fcsi known for?

Darvin Zurfluh Cfp, Fcsi has skills like Alternative Investments, Estate Planning, Financial Advisory, Leadership, Banking, Financial Planners, Retirement Savings, Pensions, Insurance, Retirement Planning, Valuation, Wealth Management Services.

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