Working as a certified financial advisor since 2002, Eric has dedicated his practice to helping his clients protect and grow their assets. Following his father's footstep in his 32 years in the financial advisor business, our vision remains the same.: to provide valuable advice based on integrity and always put our client's interest first.
When it comes to financial advice for wealth management or portfolio diversification, wealth protection, estate planning or planning for your children's education, our primary purpose is to offer you personalized products, to respect your assets and the type of investor you are.
When it comes to financial advice for wealth management or portfolio diversification, wealth protection, estate planning or planning for your children's education, our primary purpose is to offer you personalized products, to respect your assets and the type of investor you are.
Services
Offering individual insurance for 15 years, Eric Roy is renowned for his creative, innovative and competitive insurance and exempt market planning strategies. Always in the vanguard of the most recent advances with respect to financial advice, Eric is constantly learning, in an effort not only to expand the range of his financial tools, but also to properly advise and educate you.
Investment in the private market (commonly called "exempt market" or "alternative investment") gives investors the opportunity to diversify their investment portfolio in assets that are not offered by traditional institutions. Private investments place, among other assets, capital in mortgage pools, asset-backed securities, debt securities and equity instruments in private enterprises.
Pinnacle Wealth Brokers is an Alberta-based company which was created in 2009 and which specializes in the private market or the exempt market. The Canadian company has been very successful since its creation, thanks not only to strategic decisions which have borne fruit, but also to an ethos regarding the selection of businesses that it chooses to invest in as well as the financial advisors that represent it.
There are a variety of private investments available (also known as exempt market products) through our registered exempt market Dealer Pinnacle Wealth Brokers. Depending on the investments, some have a monthly or quarterly distribution, while others are more focused on growth. The time horizon can vary from 1 year to 5 years or more.
Taxes on death: at this point, the bulk of your assets are presumed sold and tax may thus be payable. Conversely, the amount of the life insurance paid by the insurer is always tax-free. Bear in mind that should you die, the amount of your insurance must be sufficient for your beneficiaries to maintain the same standard of living.
Reviews (4)
Michael Stead
Jan 07, 2020
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I have been a client of Eric's since I was 22 years old and I am beyond grateful for having been exposed to his work at such a young age. Eric has helped me to establish a solid plan for my finances and takes a very different approach compared to most advisers. He really invests the time to understand what is important to you, what your goals are, and educate you on what solutions make the most sense for your situation. I can say very confidently to anyone who is looking for to improve their financial lot in life with someone that has their best interests in mind, you can find no one better than
Jean-Marc Begin
Oct 15, 2019
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Peter Georgariou
Jul 10, 2019
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Jacquie Doucette
Jul 06, 2019
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The services provided by all staff at Eric Roy Financial Services are exemplary. I am treated like a valued client at all times. Eric demonstrates his personal touch by asking about my family and our activities at every meeting, remembering things that I've told him previously. His knowledge of the financial world and investing is extensive, as are the offerings he presents for our review. He gives good, sound advice that is easy to trust. I'm very pleased to be working with him to grow my retirement portfolio.
