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Montréal, June 16, 2021. PEAK Financial Group continues its streak of awards and accolades. After seeing its President & CEO, Robert Frances, named Personality of the Year in February 2021 and earning the Kincentric Best Employer award this past fall, PEAK was ranked at the top of its category in Investment Executive’s 2021 dealers’ report card. PEAK also continued its rise in Finance et Investissement’s rankings, improving on its own score for a third consecutive year. Published annually, this special bulletin provides ratings and insights from advisors throughout the country, based on what they have to say about their respective firms.
These results are indicative of PEAK’s particularly high standing among advisors, as evidenced by the company’s top-ranked Net Promoter Score. PEAK also ranks #1 for its support provided to advisors in the context of the COVID-19 crisis.
“PEAK experienced exceptional growth this past year, with our assets under administration now reaching $13 billion. To see just how much our advisors support us, embrace our company’s strategy and recognize the efforts we put forth during these trying times – it really strengthens our determination for the coming years,” said Robert Frances.
PEAK’s leadership team and employees are proud to seethe results of the strategies and priorities put forth in the past year, as the company achieved high scores in several key categories: strategic orientation, succession programs, support in dealing with regulatory changes, freedom/independence in regard to sales, ethics, and stability, just to name a few.
“For almost 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,” Mr. Frances concluded.
About PEAK Financial Group
With more than $13 billion in assets under administration, PEAK is Canada’s leading fully independent multidisciplinary dealer. With operations from coast to coast, PEAK Financial Group has earned the trust of 1,500 independent financial advisors, professionals and employees across Canada. It enables them to successfully serve more than 150,000 investors with impartial financial advice.
For close to 30 years, PEAK Financial Group has been the largest network of Independent Advisors in Quebec and is one of the top five independent multidisciplinary dealers in Canada. PEAK Financial Group comprises PEAK Investment Services, PEAK Financial Services, PEAK Securities and PEAK Insurance Services.
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