THE BASICS

With over $6 billion in assets under administration, PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, the PEAK Financial Group has captured the trust of over 1,000 independent Advisors, professionals and employees registered across Canada, enabling them to successfully serve more than 135,000 clients (retail networks) by delivering financial advice that is both impartial and free from conflict of interest.

The 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 conflict of interest, sales quotas and in-house products.

For nearly 20 years, the 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 five entities:

• Two mutual fund dealers: PEAK Investment Services and the Promutuel Capital Financial Services Firm;
• 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 nearly 100 employees located in Montreal and in our PEAK local offices in Quebec City, Vancouver and Weyburn, (SK).