PEAK Financial Services is dedicated to providing fee-based financial counseling and investment services to its clients.

It also offers critical consulting services to the PEAK Group of Companies by testing and providing recommendations regarding critical tools and services to assist advisors with their practice.

Key products and Services that are provided by PEAK Financial Services:

• Integrated financial planning
  
  • Tax planning and income tax preparation
    
  • Investment policy review
    
  • Consolidated account reporting
    
  • Retirement incentive programs
    
  • RRSPs, RIFs, LIFs, LIRAs, and Group RRSPs
    
  • Fee-based financial counseling
    
  • Estate planning
    
  • Will review
    
  • Risk management
    
  • Insurance needs analysis
    
  • Home office
    
• Independent discretionary portfolio management
  
• Seminars for clients
  
• In-house laboratory to:
  
• Test technology solutions and upgrades
  
• Assess new products and services
  
• Evaluate seminars/education opportunities
  
• Recommend best business practices
  
• Monitor supplier-direct-to-client marketing