OUR SERVICES

Peak Financial Group

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In order to promote and defend the interests of Independent Advisors, the PEAK Financial Group is a member of the IFIC (Investment Funds Institute of Canada) and its Quebec component, the CFIQ (Conseil des fonds d'investissement du Québec).

PEAK Investment Services

PEAK Investment Services is a mutual fund dealer registered with the Autorité des marchés financiers (AMF) and the Mutual Fund Dealers Association (MFDA).

This entity was founded in 1992. In 2007, the acquisition of the AXA Financial Services completed the PEAK Investment Services offering.

PEAK Securities

Founded in 2000, PEAK Securities is a full-service securities dealer registered with the Investment Industry Regulatory Organization of Canada (IIROC).

Research the background, qualifications and disciplinary information on advisors at IIROC-regulated firms by generating an IIROC AdvisorReport: http://www.iiroc.ca/investors/knowyouradvisor/Pages/default.aspx

Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.

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PEAK Insurance Services

PEAK Insurance Services - the PEAK Financial Group's Managing General Agent (MGA) - was created in 1998 to provide access to all major insurance companies' products to Advisors and their clients.

PEAK Financial Services

Robert Frances founded PEAK Financial Services, the original company of the group in 1990. Its mission was to assist employers by providing financial advice to employees nearing retirement. Its reputation for quality service and innovative use of technology soon attracted top financial planners.