ABOUT US

OUR HISTORY

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2015
ACQUISITION
PEAK Financial Group acquired HBO Financial Services, an established Montreal MGA.

2013
PRIVATE WEALTH
PEAK Financial Group enhanced its offering with the addition of portfolio managers and the creation of the PEAK Private Wealth division.

2013
ALLIANCE
Customplan Financial Advisors Inc., one of the largest and most established MGAs in Western Canada, joins forces with PEAK.

2009
ACQUISITION
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.

2002
ACQUISITION

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

2000
PEAK 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
ACQUISITION
PEAK acquired certain divisions of Geoffrion, Leclerc, Marcoux et Associés Inc. (GLM), a mutual fund and insurance dealer in Quebec City.

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 and offer estate and tax advice.

1992
PEAK INVESTMENT SERVICES INC.

A mutual fund dealer registered with the AMF (Autorité des marchés financiers) and the MFDA (Mutual Fund Dealers Association).

1990
FINANCIAL SERVICES

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.