COVID-19 — PEAK is there to meet your needs

Despite the current pandemic situation, PEAK Financial Group continues to operate.
We have everything in place to meet your needs.

For any request, we invite you to contact your PEAK advisor. In addition, we ask you to please send all documents electronically.

You can reach our head office by referring to our contact details and via the contact form available in the “Contact us” page.

Know that we are wholeheartedly with you. Thank you for your trust.

PEAK transforms
lives.

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 $10 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.

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

PEAK, close to its community

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

Health Well-being Education

We want to ensure that everyone has an equal opportunity to develop and shine.

Through its involvement in the Enbridge Ride to Conquer Cancer, PEAK contributes to the fight against a scourge that affects one in two people in their lifetime.

For the second year in a row, Robert Frances, Chairman of the Board and Chief Executive Officer of PEAK, is pleased to be Co-Chair of the Cyclo-défi. A team of PEAK Advisors and employees will proudly wear the firm's colours during the event.

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.

Since a prosperous future is important to us all, we encourage today's youth, from school benches to entrepreneurship. By providing support to future generations, PEAK inspires the builders of tomorrow.

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.

1992

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

1998

Creation of PEAK Insurance Services Inc.

1999

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

2000

Creation of PEAK Securities Inc.

2002

Acquisition of Greater Montreal Financial Services Inc.

2007

Acquisition of mutual fund dealer AXA Financial Services Inc.

2009

Acquisition of the financial services firm Promutuel Capital.

2015

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

2016

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

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

Robert Frances

Chairman and CEO

Erika Fernandez

Interim Chief Operating Officer and Vice President, Finance and Control

Stéphane Dulude

Vice President, Business Development

Sylvain Thériault

Vice President, Operations, Technology and Chief Compliance Officer

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