Accounting and Finance
A leader in the corporate taxation, tax planning and strategy, and corporate structuring and maintenance industry. Your goals are unique and your tax plan should be too. We'll work with you to develop a personalized plan and support it through ongoing accounting, tax, and planning services.
Finance Advisory Services Team (FAST) - provides advisory services to small - medium sized businesses, family offices, and high net worth investors. We can offer our expertise over a broad range of industries with regards to capital needs, business operations, investments, and corporate transactions. We also provide guidance to investment issuers on product structuring and positioning within the private capital markets. Our team of professionals has a strong track record in finance operations, CFO services, accounting, investment fund management and back office services, and capital raising.
Whether your business is small or large, regardless of the industry, our hands-on professionals will protect your interests, pay attention to detail, and keep your fees affordable.
Pinnacle is a hands-on firm that prides itself on being nimble to not only move quickly for our clients but with the market. This hands-on approach allows for a gold standard in attention to detail for our clients and consistency in the value of service we provide to them.
"The EXPERIENCE starts with meeting Chris and the team. The ENERGY and PASSION the group brings to taxes ( I ❤ TAX buttons are prevalent in the office) makes a usually dreaded topic interesting and even enjoyable right at the initial consultation with whiteboard markers on the wall and ideas drawn out as potential paths while enjoying a beverage!
The team gets so fired up in just discussing options and as a client I feel that energy and am more engaged in helping. Chris is involved in the community in a number of ways so don't be surprised to see him at an event around Calgary.
A shout out to Robb for being an extremely responsive and patient professional in assisting us to claim our rental property, business and personal taxes together for the first time. He effectively coached us from afar (Covid 19 isolation time) to find the correct documents and look for additional legitimate claims to reduce our amounts owing.
DEFINITELY GOING BACK TO THEM FOR NEXT YEAR and many more to come!!"
WHAT PEOPLE SAY
— Lawrence M.,