Eric Roy, Cfp Email and Phone Number
Eric Roy, Cfp work email
- Valid
Eric Roy, Cfp personal email
Eric Roy, Cfp phone numbers
"I offer, through Pinnacle Wealth Brokers, Private Equity investments to Canadians from coast to coast. My goal is to diversify and grow your wealth while potentially reducing the volatility of your overall investment portfolio.๐น Why should you consider investing in private market? Investing into the private market compliments and provides greater diversification to your investment portfolio while offering regular dividend/distributions and capital gains to increase cash flow.At one point in time, investing into the private market was once reserved for the ultra wealthy. However, in more recent years, the barriers to entry for private equity have significantly decreased.The private market has also caught the attention from some of Canadaโs largest organizations. For example, the Canadian Pension Plan (CPP) increased its funding into private equity from 4.3% in 2005 to 50% in 2018! ๐นWhat type of industries are found with the private equity investments? Typically, we have 15 offerings on our shelf at any given time which are mostly comprised of: multi-residential and commercial real estate, industrial, land, agriculture, self storage, and senior housing, etcโฆ๐น Why should you consider me and Pinnacle?Over the last 15 years, I have worked with countless professionals in educating them on various options available so they can make better investment decisions. We believe that having a mixture of both private and public investments will further help diversify your portfolio and help mitigate risk. This is why Pinnacle Wealth Brokers has a public market investment division to further support your financial goals and we will not put 100% of your investments into private equity.I personally invite you to take a journey down the road to financial health and prosperity. Letโs talk about giving you the financial strategy you want so you can have the life you want! ๐ Book a call below ๐
Services Financiers Eric Roy Financial Services
View- Website:
- ericroy.ca
- Employees:
- 3
-
Pinnacle Wealth Brokers-Dealing RepresentativeServices Financiers Eric Roy Financial Services Aug 2015 - PresentGatineau, QuebecFinancial Consulting based on non-traditional investment strategies mainly targeted for professionals, doctors, dentists, chiropractors and business owners. -
Business OwnerServices Financiers Eric Roy Financial Services Jan 2002 - PresentGatineau -
Dealing RepresentativePinnacle Wealth Brokers Emd Aug 2015 - PresentCalgary, Canada Area -
CfpTime & Money Planners Jan 2001 - Dec 2011
-
TeacherCsdceo Sep 1999 - Sep 2001Supply Teaching primary and high school,
Eric Roy, Cfp Skills
Eric Roy, Cfp Education Details
-
Human Kinetics
Frequently Asked Questions about Eric Roy, Cfp
What company does Eric Roy, Cfp work for?
Eric Roy, Cfp works for Services Financiers Eric Roy Financial Services
What is Eric Roy, Cfp's role at the current company?
Eric Roy, Cfp's current role is Helping Canadians diversify their investments with Private Equity ๐.
What is Eric Roy, Cfp's email address?
Eric Roy, Cfp's email address is er****@****croy.ca
What is Eric Roy, Cfp's direct phone number?
Eric Roy, Cfp's direct phone number is +161361*****
What schools did Eric Roy, Cfp attend?
Eric Roy, Cfp attended University Of Ottawa.
What are some of Eric Roy, Cfp's interests?
Eric Roy, Cfp has interest in Ironman Triathlons.
What skills is Eric Roy, Cfp known for?
Eric Roy, Cfp has skills like Estate Planning, Retirement, Disability Insurance, Strategic Financial Planning, Investments, Fixed Annuities, Wealth Management, Life Insurance, Wealth, Insurance, Long Term Care, Financial Advisory.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records ร $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial