With over $6 billion in assets under administration, PEAK is positioned as the leader amongst independent full-service dealers. From coast to coast, the PEAK Financial Group has captured the trust of over 1,000 independent Advisors, professionals and employees registered throughout Canada, enabling them to successfully serve more than 135,000 clients by delivering unbiased financial advice for their investments.
The PEAK Financial Group caters to Financial Advisors wishing to build their brand, within their market place in the areas of wealth management, mutual funds, securities, insurance and financial planning. We can say with confidence that we are the only Canadian company offering Independent Advisors the unique combination of full access to financial products, industry-leading technology and extensive services, all delivered in an environment free from any conflicts of interest, sales quotas and in-house products.
For nearly 20 years, the PEAK Financial Group has proudly served, represented and promoted Independent Advice.
You have probably read or heard that the population of financial Advisors is ageing, which is becoming a real challenge for the future of the profession.
The dynamics seen at PEAK have been altogether different. We are witnessing succession plans in motion! For several years now, many young financial Advisors have joined the ranks of PEAK’s independent network.
Ask me why? What makes the PEAK network valuable in succession planning...?
If you are looking for a way to bring new life into your business, then you may be interested in this.
Canada Life, Manulife and RBC are three of our suppliers who offer top of the line disability insurance products for business owners and professionals.
These companies now offer extra incentives to many graduating students to allow them to secure this high end coverage under very attractive conditions.
Stress at work may be inevitable but it doesn't have to be detrimental.
In fact, many studies show that stress can enhance your performance by causing your brain to use more of its capabilities, improve memory and intelligence, and increase productivity.