|
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
|