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Montréal, June 14, 2022.
PEAK Financial Group was ranked at the top of its category in Investment Executive’s 2022 dealers’ report card for a second consecutive year. To compile these ratings, Investment Executive surveyed advisors throughout Canada, including Quebec. News was also good on the Finance et Investissement front, where PEAK maintained its score after three consecutive years of improvement.
PEAK’s management team and employees are proud to see the results of the strategies and priorities put forth in the past year, as the company achieved high scores in several key categories.
The MyPEAKonline portal launched in December 2021 was a big factor in the high scores received in both rankings for client communications regarding investments (client account statements category); our score improved almost a full point in Investment Executive’s list.
PEAK University, which offers online trainings and continuing education courses since October 2021, was also a large contributor to PEAK’s progress in the category Ongoing training.
Our commitment to Independent Advice was again instrumental to our high scores in categories such as Freedom to make objective product choices and Quality of product offering.
A new category was introduced this year: Diversity, equity & inclusion policies. PEAK was in a class of its own, placing first in Investment Executive and second in Finance et Investissement. Throughout the years, we have worked to strengthen the concept of the PEAK family. One our culture’s strong points is the focus given to diversity. Many great stories of PEAK advisors and employees have contributed to making PEAK a wonderful company. It is also interesting to point out that 50% of our leadership team is composed of women.
Our short and medium-term roadmap announces new and exciting solutions that will further support and grow the practice of independent advisors across Canada:
• Technology tools for advisor’s practice (operations, compliance, business development).
• Client relationship management technology.
• New client onboarding technology (account opening, etc.).
• IT services for advisors.
• Business development support solutions (estate planning, financial planning, digital marketing, etc.).
For 30 years, PEAK has remained deeply committed to pursuing growth and maintaining its position as Canada’s leader in truly Independent Financial Advice towards its advisors and their clients.
Toll free: 1 (877) 844-4481
Fax: (514) 844-3739
2000, Mansfield Street, 18th Floor
Montréal (Québec) H3A 3A6
1220, rue des Soeurs-du-bon-Pasteur
Immeuble N. Cité Verte, bureau 210
Québec (Québec) G1S 0B1
509 Railway Ave
Weyburn (Saskatchewan) S4H 0A8