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 Quebéc).
  • Joined PEAK in March 2016.
Marc_Dore
Jean Carrier
Vice President, Compliance
PEAK Securities
  • Education: Bachelor in Business Administration – Member
  • More than 30 years of extensive experience in the Canadian financial services industry
  • Joined PEAK in May 2010
Jean_Carrier
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
Mark Robinson
Vice President, Operations and Advisor Services
  • Education : Extensive amount of successfully completed courses in the financial services sector ( Canadian Securities Course, Branch Managers Couse, Canadian Options Course, Chief Compliance Officers Course, Partners, Directors and Officers Course and the US equivalent of the Canadian Securities Course being the Series 37 Course).
  • More than 30 years of experience in the Canadian Financial Services Industry in both back-office Operations and Compliance.
  • Joined PEAK in January 2011
Mark-Robinson
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 10 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
Mark-Bandrauk