ABOUT US

Management

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Robert Frances 
Chairman & CEO
PEAK Financial Group
  • Education : Bachelor. Comm and MBA, Concordia University.
  • 25 years of extensive experience in the Canadian financial services industry.
  • Founder.
Robert-Frances
Marc Doré
President & COO
PEAK Financial Group
  • Education: Bachelor of Business Administration, Université du Québec à Montréal. National and International in-depth tax courses, CICA and Tax Executives institute. Leadership Program, Oxford University. CPA, CA.
  • Over 25 years of leadership experience in management, real estate and investment with number of major companies such as Quebecor World and Ivanhoe Cambridge (SITQ - Caisse de dépôt et placement du Québec).
  • Joined PEAK in March 2016.
Marc_Dore
Ann David
Vice President, Compliance
  • Education: Bachelor of Business Administration from McGill University, CPA, CA, and Diploma in Financial Planning from IQPF.
  • More than 20 years of experience in the industry, in positions such as Chief Compliance Officer and as a member of the MFDA’s Policy Advisory Committee from 2007 to 2015.
  • Joined PEAK in August 2018
Ann-David
Stéphane Dulude 
Vice President, Business Development
  • Education : Bachelor of Business Administration from the Université du Québec à Montréal.
  • Over 25 years of experience in financial, banking and real estate services with major Canadian financial institutions.
  • Joined PEAK Financial Group in February 2018.
Stephane_Dulude
Sylvain Thériault
Vice President, Operations and Advisor Services
  • Education: Master of Laws with a securities specialization from Osgoode Hall Law School and has completed the Canadian Securities Course.
  • 20 years of experience in securities and finance.
  • Joined PEAK in September 2018.
Sylvain-Theriault
Erika Tatiana Fernandez
Vice President, Finance and Control
  • Education: Bachelor in Accounting and MBA, CPA-CMA.
  • More than 17 years of experience in Finance,
  • Joined PEAK in October 2004.
Erika-Fernandez
Boris Ozbalt 
Director, Business Development
PEAK Insurance Services
  • Education: B. Comm., RHU, CLU and CHS designations. Guest lecturer at McGill Faculty of Management for over 10 years.
  • More than 35 years in the Canadian financial services industry.
  • Joined PEAK in February of 2015.
Boris_Ozbalt
Linda Cockburn
Director, PEAK Insurance Services
  • 30 years of extensive experience in the Canadian financial services and insurance industry.
  • Joined PEAK in July 2002.
Linda-Cockburn
Martin Boileau
Director, Compliance
  • Education : Finance degree and holder of the CIM and FCSI designations. Extensive amount of courses in the financial services sector ( Canadian Securities Course, Chief Compliance Officers Course, Branch Managers Couse and Partners, Directors and Officers Course).
  • More than 20 years of experience in the Canadian Financial Services Industry.
  • Joined PEAK in February 2018.
Martin_Boileau
Rachel Digirolamo
Senior Director, Operations and Advisor Services
  • Education : Bachelor Comm. Finance, Concordia University.
  • More than 25 years of extensive experience in Client Services.
  • Joined PEAK in August 1999
Rachel-Digirolamo
Caroline Combes
Director, Marketing, Communications & Public Relations
  • Education : Bachelor honors in International Trade – University of Portsmouth (England), Master of Science in Marketing and Communications - Institut Supérieur de Commerce de Paris (ISC Paris – France).
  • More than 15 years of extensive experience in the French and Canadian financial services industry (private banking, investment banking and multidisciplinary dealers).
  • Joined PEAK in February 2008.
Carolin-_Combe
Dany Guillemette
Director, PEAK Financial Services
  • Education : Certificates in Insurance, Financial Planning. Dany Guillemette is also a Mutual Fund Representative, an Insurance of persons Representative
  • 15 years of experience in the financial services industry.
  • Joined PEAK in March 2000.
Danny-Guillemette
Susan Monk
Director, Compliance 
PEAK Investment Services, Western Canada 
  • Education : Specific courses CSC, CPH, PDO, EMS, PFP...
  • More than 20 years of extensive experience in the financial services industry
  • Joined PEAK in September 2002
Susan-Monk