OUR HISTORY

2009
ACQUISITION
The PEAK Financial Group acquired Promutuel Capital Financial Services Firm, a mutual fund dealer and subsidiary of the Promutuel Group.

2007
ACQUISITION
PEAK Investment Services Inc. acquired AXA Financial Services Inc., the mutual fund dealer of AXA Group Canada Inc.

2007
CREATION OF MGA AGENZ
PEAK Insurance Services joined two other insurance dealers to create the MGA AgenZ. PEAK Insurance is AGENZ' pillar.

2002
ACQUISITION
PEAK acquired insurance service provider Greater Montreal Financial Services, an established Master General Agent in Westmount, Quebec.

2001
ACQUISITION
PEAK acquired certain divisions of Geoffrion, Leclerc, Marcoux et Associés Inc. (GLM), a mutual fund and insurance dealer in Quebec City. 

2000
SECURITIES INC
A full-service securities dealer registered with IIROC (Investment Industry Regulatory Organization of Canada) and a member of the CIPF (Canadian Investor Protection Fund).

1998
PEAK INSURANCE SERVICES INC
Advisors had expressed the need for a full-service outlet for insurance policies, segregated funds and mutual funds. PEAK Insurance Services Inc. was established to provide access to all major insurance companies.

1992
PEAK INVESTMENT SERVICES INC.
A mutual fund dealer registered with the AMF (Autorité des marchés financiers) and the MFDA (Mutual Fund Dealers Association). Creation of the PEAK Financial Group.

1990
PEAK FINANCIAL SERVICES INC.
Robert Frances founded PEAK Financial Services Inc., the original company of the group in 1990. Its mission was to assist employers by providing financial advice to employees nearing retirement. Its reputation for quality service and innovative use of technology soon attracted top financial planners.