PEAK Insurance Services Inc.

PEAK Insurance Services Inc. has built its reputation on integrity, independence and innovation.
Licensed in every province, PEAK’s strength is a testimony to our outstanding services, support and compensation.

Sales & Marketing Services
  • Unbiased product solutions & analyses– we’ll help with ideas & concepts
  • Quotations personalized and provided same day, or do life comparison quotes yourself at no cost through Virtgate
  • Access to all major insurance companies
  • Unique products not readily available through all MGAs
  • Joint case work available with our life and living benefit experts
  • Networking opportunities with your peers through regular meetings
  • An invitation to our annual conference offering great speakers
  • Accredited in-house & distance learning programs
  • Insurance company websites, software, & marketing material
Administrative (Back Office) Support
  • AgenZ Group providing the best bilingual back office in the industry
  • Underwriting review for all substandard and declined cases
  • Underwriting requirements ordered by us, if you prefer
  • 24/7 Web-based tracking of your pending business, with Virtgate®
  • Receive and transfer all forms and documents electronically
  • Fully electronic segregated funds processing and electronic, daily client statement updates via FundServ
  • VIP service available
Compensation
  • Competitive integrated override schedule
  • Vested contract & ownership of client records
  • Direct payment from insurance companies whenever possible
Products
   Life and Living Benefit Products    Investment Products (incl. segs)
   
 
AIC Assumption Life
BMO Empire
Equitable Life Canada Life
Industrial Alliance (National Life) )CI (Sun Wise)
La Capitale Mackenzie
La Survivance Manulife
L’Excellence SSQ
RBC Manulife
Standard Life Sun Life
Transamerica Transamerica (NN)
Union-vie Unity Life



Other niche products or suppliers
  • CAPCO (individual, private health insurance)
  • Blue Cross (disability & individual health insurance)
  • ETFS (individual, private health insurance, impat, ex-pat & travel ins.)
  • RESPs (through Industrial Alliance)
Are you at the Top of your Game?
Let help!



To learn more about PEAK Insurance Services Inc. please contact Linda Cockburn.

Organigramme -  Services d’assurances PEAK Inc.   Organization chart - PEAK Insurance Services Inc.


NEWS UPDATES

February 15, 2010 - PEAK Financial Group’s President and CEO is named one of Quebec’s top 10 Financial People of the year
February 11, 2010 - Interview of Eric Gosselin, PEAK Independent Advisor - Advices for the retreat's planification

December 8, 2009 - PEAK Financial Group acquires Promutuel Capital Financial Service Firm Inc.

February 26, 2009 - Robert Frances : voted number 12 in the Finance et Investissement Québec financial Industry Top 25!
November 28, 2008 -
PEAK Financial Group: the Canadian example is in the French media’s headlines!
November 19, 2008 - Letter from Deloitte & Touche LLP
February 15, 2008 - Robert Frances: voted number 3 in Investment Executive’s Québec financial Industry top 25! (in French only)

Archives:
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