Dealing Representatives

Axcess Capital Advisors Dealing Representatives are located in communities throughout Western Canada, and are available as a resource for prospective investors. Axcess Dealing Representatives are registered with one or more provincial securities regulators as an Exempt Market Dealing Representative.The role of the representative is to assist an investor in determining the suitability of the investment for their personal circumstances, goals and objectives. To this end, Dealing Representatives gather personal and financial information, and discuss the investor’s risk tolerance. This is known as the KYC (Know Your Client) process. The Dealing Representative provides information that will help the investor understand the risks and potential benefits of the available investments, and will help to open accounts and facilitate transactions, in accordance with securities regulations and established compliance protocols. Each representative receives ongoing product offering training regarding private market real estate investments, and has an in-depth understanding of the proprietary and third-party investments offered through Axcess Capital Advisors. Below is a list of our current Axcess Dealing Representatives.


ALBERTA

Iannick Fallu, Dealing Representative
Phone: +1 (780) 991-0349
iannick.fallu@axcesscapital.com
Edmonton and Southern Alberta

Tyler Pfeiffer, CFP, CIM, Dealing Representative
Phone: +1 (780) 432-8139
tyler.pfeiffer@axcesscapital.com
Edmonton

Nathan Bernhardt, CFP, FMA, FCSI, Dealing Representative
Phone: +1 (403) 225-4575, ext. 223
nathan@axcesscapital.com
Calgary Head Office
BRITISH COLUMBIA

Rick Seutter, Dealing Representative
Phone: +1 (250) 938-8696
rick.seutter@axcesscapital.com
Kelowna and Lower Mainland

Robert Eger, Dealing Representative
Phone: +1 (250) 863-4130
robert.eger@axcesscapital.com
Kelowna and Lower Mainland