INDEPENDENT FINANCIAL ADVISORS

INDEPENDENCE

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INDEPENDENCE ACCORDING TO PEAK

A WINDOW OF OPPORTUNITIES

BE INDEPENDENT
 
ACCESS THE BEST SOLUTIONS WITHOUT IN-HOUSE PRODUCTS. PROVIDE UNBIASED ADVICE AND RECOMMENDATIONS.

PEAK does not manufacture or promote any in-house products. Our business model provides full access to all available financial products that have been approved for sale in Canada. We offer Independent Financial Advisors the possibility of providing unbiased advice and recommendations, as well as tailored services to properly attend to their clients unique financial needs, within the framework of ethical and prudent practices.
 
BE IN CONTROL
 
BUILD A BUSINESS MODEL CUSTOMIZED TO YOUR NEEDS.

According to PEAK, Independence enables Financial Advisors to acquire the flexibility necessary to build their business and their own work environment. You only pursue the opportunities that you feel are the most promising. You freely develop your own strategy, the value of your business practice and your own brand image. You are the owner of your client portfolio and you make your own business decisions.
 
BE FREE
 
WORK WITHOUT SALES QUOTAS.

PEAK does not impose sales quotas. You are free to decide the best way to serve your clients and to build your business. By developing business relationship based on trust, you create client loyalty and increase your opportunities for referrals.
 
BE SUPPORTED
 
BENEFIT FROM PEAK`S SOLUTIONS TO DEVELOP THE BUSINESS PRACTICE.

PEAK is committed to supporting its Financial Advisors. Independence at PEAK is at the core of a solid network. As a partner to more than a thousand Advisors, PEAK offers you all of the benefits of a large network of independent professionals in Canada.
 

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Testimonials
I am proud to be a part of a group comprised of such amazing people—not producers, but people
Independence according to PEAK, it is success!
" I wanted to go independent, but I didn’t want to go it alone. I have chosen PEAK