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I like the fact that PEAK is trying to look forward into what our market needs right now, what we need right now, what our clients need. They look forward and try to give us all the tools that we need so that we can provide our clients with the best there is out there.
nathalie richard
11 years being a peak advisor
Join the 1,500 PEAK Advisors across Canada
Independence
It is essential for any entrepreneur to be able to bring unique business practices to life. Shape your practice with PEAK's platform offering.
Support
From transitioning to PEAK, to growing your business and to succession planning, a dedicated support team is right by your side.
State-of-the-art Technology
We help you innovate and rethink the way you do business. You can leverage technological advances to focus on your customers, be more productive and grow your business.
Book an exploratory call with Robert Ruffolo
For a confidential discussion about joining the PEAK Network
robert ruffolo
vp business development
Platforms to support your business model
Life and Health Insurance
Ensure your client's financial security by offering them appropriate coverage among a wide range of insurance products.
Securities
Enjoy an open architecture that provides access to a comprehensive range of financial products while benefiting from technological solutions adapted to securities needs.
Group Savings Plan
Access a wide range of mutual funds, exchange traded funds (ETFs), platform traded funds (PTFs) and guaranteed investment certificates (GICs) while benefiting from technological solutions tailored to your needs.
Discretionary Management
Give your clients peace of mind and manage their investment decisions while relying on solid technologies.
Private Wealth Management
Consolidate all your clients' asset management needs by offering private wealth management services.
Mortgage Services
Help your clients make their dreams a reality with mortgage solutions offered by our partners.
Inspire and empower Advisors to make a real difference in people's lives.
It’s time to go further and aim much higher. We offer you all the opportunities to lift you and your clients to the top and stay there.For you, it is a way of building for the future, a fresh start.
For us, it’s the beginning of a beautiful adventure. Are you ready? We are.
Bring your independence to life with the PEAK experience.
Manage your practice without the pressure of sales objectives and without in-house products. Work to the benefit of your clients through our openness to all financial products approved in Canada and our forward-looking decision to provide access to ETFs and PTFs in group savings practices.
Nurture your inspiration with the large family of independent Advisors.
Across Canada, PEAK has an inspiring array of opportunities to connect with a network of professionals who share not only the same aspirations, but also the same reality.
No limits. Create your future.
1. ACQUISITION
Take advantage of acquisition opportunities to expand your well-established practice.
2. BUSINESS SUCCESSION PLANNING
Prepare the new generation to better enjoy life.
From coast to coast.
Team up with a solid, visionary partner.
• 1,500 advisors
• 150,000 investors
• 6 acquisitions
• 15 billion in assets under administration
• 30 years in business
Get Support.
From transitioning to PEAK, to growing your business and to succession planning, a dedicated support team is right by your side.
Find your balance.
Organize your schedule according to your reality. Take control of your practice and free up time to enjoy the little pleasures of life.
Unleash your inner entrepreneur. Join PEAK.
This is the beginning of a partnership meant to lead you to your success.
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