Pinnacle Absolute Return Trustee Corp. , is the trustee of PART (the Trustee). The officers and directors of the Trustee and their bios are set out below.
Darvin Zurfluh, RFC, CFP, FMA, FCSI
Chief Executive Officer and Chairman
Darvin Zurfluh founded Pinnacle Wealth Brokers Inc. in 2009. Starting his career in the banking industry, Darvin has gained over 15 years of experience in the financial sector and is a pioneer in the exempt market industry. Since inception, Pinnacle has been recognized as one of the top growth companies in Canada by Profit Magazine as well as one of the Fast 50 Growth companies by Alberta Venture Magazine. Darvin is also a founding sponsor of the National Exempt Market Association, and Founder and Director of the Pinnacle 20/20 Foundation.
Wes Mills, MBA, CFA
Vice President and Director
Wes Mills is the Chief Investment Officer for Pinnacle Wealth Brokers (Pinnacle) Inc., one of Canada’s leading Exempt Market Dealers. Wes has more than 30 years’ experience as an investment professional in trade finance, foreign exchange, derivatives, portfolio management and asset allocation in both traditional and alternative assets. He was the Chief Investment Officer for Scotia Private Client Group, their discretionary high net worth division, where he was responsible for up to $45bln in assets under management.
Wes has been with Pinnacle for over two years and was also the Chief Compliance Officer until Jan 2017 where he remains on the Executive Compliance Committee. He currently manages the Pinnacle Absolute Return Trust (PART), a diversified private debt fund and a long short equity fund in conjunction with Fiera Capital.
Wes graduated from the University of Saskatchewan with a Bachelor of Commerce and an MBA. He is a Chartered Financial Analyst and a member of the Toronto Society of Financial Analysts. Wes has three boys and they keep him very active with their sports activities.
Brian Koscak, M.A., CIP, LL.B, J.D., LL.M
President, Director and Secretary
Brian Koscak, President and General Counsel, oversees operations, compliance and legal functions at Pinnacle. Brian has extensive experience in corporate and securities law with an emphasis on private and public transactions, investment funds and securities compliance matters. Currently, Brian is also the Vice-Chair of the Private Capital Markets Association of Canada and a member of the Ontario Securities Commision’s Exempt Market Advisory Committee and the Alberta Securities Commission’s Exempt Market Dealer Advisory Committee.
Vice President and Director
Lloyd McDonald is Pinnacle’s Vice President of Business Development and second largest shareholder. Lloyd joined the firm in 2010 and under his direction Pinnacle has experienced rapid growth. Top producers from other firms are now calling Lloyd to find out how to join Pinnacle. In addition to working with Pinnacle’s sales teams across the country to build national distribution. Lloyd oversees Pinnacle’s marketing initiatives. In addition, he is a member of the Pinnacle’s Corporate Finance Group and Product Review Commitee that performs due diligence and approves new investment opportunities. Lloyd’s areas of expertise including managing business-to-business, business analysis, business/marketing plan creation, as well as strategic planning and execution.