ABOUT US

THE BASICS

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With $9 billion in assets under administration, PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, PEAK Financial Group has captured the trust of 1,500 independent Advisors, professionals and employees registered across Canada, enabling them to successfully serve more than 150,000 clients by delivering impartial financial advice.

PEAK Financial Group caters to Financial Advisors wishing to pursue their profession with complete Independence 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 powerful services, all delivered in an environment free from any in-house products, sales quotas and sales contests.

For nearly 25 years, PEAK Financial Group has proudly represented and promoted Independent Advice. Today we support the largest network of Independent Advisors in Quebec and we are positioning ourselves amongst the five largest multidisciplinary independent Dealers in Canada. Our size is a significant competitive advantage for an Independent Dealer and helps us to attract and retain high-potential Advisors.

PEAK Financial Group is composed of four entities:

  • A mutual fund dealer: PEAK Investment Services;
  • A full service securities dealer: PEAK Securities;
  • A life insurance and living benefits dealer: PEAK Insurance Services;
  • PEAK Financial Services.

Our Head Office is based in Montreal. We have over 100 employees located in Montreal and in our PEAK local offices in Quebec City, Vancouver and Weyburn (Saskatchewan).

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