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PEAK HIRES DIRECTOR
FOR WESTERN CANADA
Montreal, Quebec – PEAK is pleased to
announce that it has hired Susan Monk as director, Western
Canada, Compliance and Business Development. “Susan has
significant experience and knowledge in compliance and practice
management due to her many years of work with independent
planners in British Columbia and Alberta”, states Robert
Frances, president and CEO of PEAK Financial Group, “She fits
perfectly with PEAK’s culture of independence, integrity, and
setting standards in practice management. All of us at PEAK,
particularly the advisors in western Canada, are very excited to
have Susan join the team.”
“I joined PEAK Financial Group because its business vision
caters to the needs of the independent entrepreneurial
representative of the future,” comments Monk, “I look forward to
directly contributing to the growth of PEAK in the western
region. It has a great reputation across Canada, and I intend to
do my part in maintaining this reputation by working in
partnership with regulators, advisors and industry-associated
professional organizations.” Susan will be based out of
Vancouver, British Columbia and can be reached by email at smonk@peakgroup.com.
Susan commenced working in the financial services industry in
1988, as a Career Life Agent at Aetna Canada. In 1992, she
joined a mutual fund dealer, where she ultimately assumed the
position of Compliance Officer for British Columbia. In 2001,
Susan became the Regional Branch Auditor. She is a member of the
Vancouver Chapter of the IFIC Compliance Officers Forum. Susan
also participates on the IFIC Proceeds of Crime Working Group
and has participated in the BC Securities Commission
Deregulation Project.
Celebrating its 10th Year Anniversary, 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 planners and brokers who service over
45,000 Canadians. With assets under administration of over $2.1
billion, 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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