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PEAK Establishes Securities Branch in 
British Columbia


Montreal , Quebec – PEAK Securities Inc. (“PEAK”) has registered it’s first branch office in British Columbia

PEAK was approved by the IDA ( Investment Dealers Association- Pacific District) on October 17, 2003 .

We understand what independent brokers are seeking as we are ourselves, fully independent and are committed and able to remain this way. By working with these brokers, we share resources, form a clear vision, and offer an independent model where reps pay their office expenses but retain a high payout. This model reduces the pressure to push products and allows a financial planning approach,” says Robert Frances , President & CEO of PEAK Financial Group.

Through its award winning technology and its Integra platform, PEAK is able to manage an easy transition and transfer of data. PEAK has developed it's own record keeping system, we are not an introducer but have opted for a longer term self-contained full-service option. The PEAK Integra technology is quickly becoming one of the best in the business for handling both managed products and securities on the same platform. This was necessary to integrate managed products, securities, mutual funds and life insurance products,” says André Charette, Senior Director of Operations, PEAK Securities Inc. 

PEAK Securities Inc. is a full service securities dealer in Quebec , Ontario and now British Columbia . They are members of the Investment Dealers Association (IDA) and the Canadian Investor Protection Fund (CIPF)., In this capacity they are able to offer for sale products such as mutual funds, stocks, bonds and exchange-traded products. Additionally, PEAK has access to the largest bond inventory in the country and to all major financial markets. PEAK is currently pursuing registration in other provinces in Canada .

Established in 1992, the PEAK Financial Group comprises PEAK Investment Services Inc., PEAK Securities Inc., PEAK Insurance Services Inc., and PEAK Financial Services, Inc. It is one of the fastest growing, privately- owned providers of financial services in
Canada . With coast to coast presence, PEAK represents more than 350 advisors and representatives who serve over 50,000 Canadians. With assets under administration of over $2 billion, PEAK continues to be the dealer of choice for independent financial planners and investment and insurance advisors.


For more information, please contact:

André Charette, Senior Director of  Operations, 
PEAK Securities Inc
1-877-844-4481 (ext. 244) 
acharette@peakgroup.com
or 

Susan Monk , Director of Compliance and Business Development
PEAK Financial Group
604-904-1303
smonk@peakgroup.com

 


September 29, 2008 - Josie Pampena, Vice President, Advisor Services, appointed as Member of the board of directors of the Quebec Investment Fund Council (QIFC), the Investment Funds Institute of Canada (IFIC)’s Quebec division

July 11, 2008 - Caron Czorny, appointed as President of the Canadian Association of Independant Life Brokerage Agencies (CAILBA)! PEAK Financial Group is in the headlines!


February 15, 2008
-
Robert Frances: voted number 3 in Investment Executive’s Québec financial Industry top 25!



 
 

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