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PEAK
Establishes Securities Branch Office in Ontario
Montreal, Quebec – PEAK Securities Inc. has registered its first
branch office in Ontario. Located in Whitby, Ontario, Mr. Denis
Beaulieu, was appointed branch manager to service PEAK
Securities representatives in the Ontario region.
“Since PEAK Securities was registered in Ontario last spring, it
had been searching for a branch manager who would have the right
fit with the values of the company.” states Robert Frances,
president, PEAK Financial Group.
PEAK found this with Mr. Beaulieu. “After extensive
consideration I chose PEAK because it puts integrity of advice
to clients above all else and has a deep respect for the
independent advisor as a business person”, comments Beaulieu,
CFP, RFP.
Mr. Beaulieu has over 20 years experience in the financial
services industry and has been an educator for over ten. He is a
successful financial advisor and has a branch office in Whitby.
He has lived in the Durham region for 14 years. He is a past
president of the Ontario Association of Financial Planners and
currently sits on the executive of a charitable foundation and a
service club.
PEAK Securities Inc. is a fully-licensed securities dealer. It
is a member of the Investment Dealers’ Association (IDA) and the
Canadian Investor Protection Fund (CIPF), and offers only
third-party products such as mutual funds, stocks, bonds and
exchange-traded products, and has access to all major financial
markets. It was registered in Quebec in October 2000 and in
Ontario in April 2002. It 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. Registered in most provinces, PEAK
represents more than 350 advisors and representatives who serve
over 45,000 Canadians. With assets under administration of over
$2.1 billion in 2001, PEAK continues to be the dealer of choice
for independent financial planners and investment and insurance
advisors.
For more information, please contact:
Gilles
Bouillon, Vice-President Operations & Technology
PEAK Financial Group
514.844.6911 (ext. 230)
gbouillon@peakgroup.com
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NEWS UPDATES
May 5, 2010 -
PEAK Financial Group has strengthened its Compliance
Department with the appointment of Jean Carrier as Vice-President of Compliance
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
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