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

 


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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