NEWS

Important Transaction with the Leading Provider of Insurance Services for Healthcare Professionals

Bookmark and Share

PEAK Financial Group continues to grow by expanding its insurance activities. PEAK Financial Group Chairman and CEO, Robert Frances, is pleased to announce a major transaction with L.E.S Financial Services, a group of Advisors under the leadership of Mr. Lorne Schecter, an industry leader and specialist in living benefits insurance for more than 6,000 doctors and other healthcare professionals in Canada. 

This transaction reflects PEAK’s ambitions to continue to develop as the largest fully independent multidisciplinary group in Canada, having grown in assets under administration by 38% over the past five years. Concluding this transaction after alliances with three Managing General Agencies in recent years, PEAK Insurance Services will significantly strengthen its position in the insurance industry. 

“This is excellent news. We will expand the reach of our insurance services. This transaction also allows PEAK and L.E.S Financial Services to form a competitive partnership” said Robert Frances. 

“This partnership guarantees long-term continuity both for our firm and for our clients.” stated Lorne Schecter. “PEAK offers us the opportunity to continue doing what is most important to us – serving our clients – while broadening their opportunities with a powerful service offering. We will all benefit from the stability and soundness of this fully independent financial group. L.E.S and PEAK have a shared vision and values, including integrity and objectivity of advice, and I am confident L.E.S will benefit from PEAK Insurance Services’ outstanding back-office service.”

“PEAK Financial Group will celebrate its 25th Anniversary in the coming months. It is a perfect time to embark on a new chapter of growth,” concluded Robert Frances.

Article By Months Light english