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PEAK transforms lives.

ABOUT US

First
independent broker in canada
30 years
of independent financial advice
$13B
in assets under administration
1,500
PEAK Advisors and employees

We are committed to guiding investors towards better financial health, impartially and independently.

PEAK does not own and market any in-house products and does not impose any sale objective. As it is not affiliated to any financial institution or manufacturer, its business model is flexible and provides access to all financial products available and approved for sale in Canada.

We believe in independent advice.

Accompanied by our 1,500 registered advisors, professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.

What drives us

Independence • Integrity • Innovation

Propelling people's quality of life through better use of their money is our mission.

Our desire to make a real difference in the lives of Canadians is our purpose.

We bring simplicity and clarity to help people manage their finances better and guide them with integrity towards a lifestyle that will allow them to achieve their dreams.

PEAK is Canada's leader of independent advice. For nearly 30 years, PEAK has consistently pushed its limits, reaching a total of more than $13 billion in assets under administration.

Thriving on innovation, each new challenge is an opportunity for us to always be one step ahead. More than ever, technology is part of our DNA.

PEAK, close to its community

Making a difference in people's lives has always been at the heart of PEAK's mission.

health

We want to ensure that everyone has an equal opportunity to develop and shine. The fight against cancer is a cornerstone of PEAK’s involvement in a better health for everyone.

Since 2019, Robert Frances, President and Chief Executive Officer of PEAK, is pleased to be Co-Chair of the Weekend pour combattre le cancer, an event dedicated to research against cancer organized by the Jewish General Hospital. A biking team and a walking team will also proudly wear the firm’s colours during the event.

well-being

We care about the social well-being of all, because the love of our family and friends is the foundation of a happy life.

PEAK is very much involved with the Shield of Athena, an association that helps victims of domestic violence by providing emergency shelters and professional services.

education

A thriving future is of the outmost importance for PEAK. We offer support to encourage today’s youth in becoming tomorrow’s leaders.

PEAK Financial Group

Sustained growth and determination.

For six consecutive years, PEAK has been recognized by PROFIT 100 as one of Canada’s fastest-growing companies.

In 2011, its Founding President, Robert Frances, was awarded the Ernst & Young Entrepreneur of the Year Award in the Quebec Service Businesses category.

In 2016, PEAK ranked among the Best Employers in Canada, Small and Medium Employers category, Gold Level. This prestigious title recognizes companies for their employee engagement, leadership and highly positive work environment.

In 2017, Finance et Investissement awarded Robert Frances first place in Quebec’s Top 25 financial personalities for 2016 in the Multidisciplinary Firms category.

1990

Creation of PEAK Financial Services Inc.

Registration of PEAK Investment Services Inc. with the AMF and MFDA.

1992
1998

Creation of PEAK Insurance Services Inc.

Acquisition of shares in Geoffrion, Leclerc, Marcoux and Associates (GLM).

1999
2000

Creation of PEAK Securities Inc.

Acquisition of Greater Montreal Financial Services Inc.

2002
2007

Acquisition of mutual fund dealer AXA Financial Services Inc.

Acquisition of the financial services firm Promutuel Capital.

2009
2015

Acquisition of the General Agent (MGA) HBO Financial Services.

Acquisition of L.E.S. Financial Services Inc.

2016
2020

PEAK is distinguished as a KINCENTRIC Best Employer in Canada.

We are always on the lookout for new ways of doing things
while continuing to deliver on our promises.

Management Team

robert frances

Chairman and CEO

erika fernandez

Interim Chief Operating Officer and Vice President, Finance and Control

robert ruffolo

vice president, business development

rachel di girolamo

Senior Director, Operations and Advisor Services

linda cockburn

Director, PEAK Insurance Services

boris ozbalt

Director, Business Development, PEAK Insurance Services

caroline combes

Director, Marketing and Communications

dany guillemette

Director, PEAK Financial Services

robert frances

Chairman and CEO

erika fernandez

Interim Chief Operating Officer and Vice President, Finance and Control

robert ruffolo

vice president, business development

rachel di girolamo

Senior Director, Operations and Advisor Services

linda cockburn

Director, PEAK Insurance Services

boris ozbalt

Director, Business Development, PEAK Insurance Services

caroline combes

Director, Marketing and Communications

dany guillemette

Director, PEAK Financial Services

Head Office In
Montreal
phone number

(514) 844-6000
Toll free: 1 (877) 844-4481
Fax: (514) 844-3739

Address

2000, Mansfield Street, 18th Floor
Montréal (Québec) H3A 3A6

Office In
Quebec City
phone number

(418) 681-8111

Address

1220, rue des Soeurs-du-bon-Pasteur
Immeuble N. Cité Verte, bureau 210
Québec (Québec) G1S 0B1

Office In
Saskatchewan
phone number

(306) 848-4239

Address

509 Railway Ave
Weyburn (Saskatchewan) S4H 0A8