PEAK is positioned as a leader among multidisciplinary and fully independent dealers.
With over $6 billion in assets under administration, PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, PEAK Financial Group has captured the trust of over 1,000 independent Advisors, professionals and employees registered across Canada, enabling them to successfully serve more than 135,000 clients (retail networks) by delivering financial advice that is both impartial and free from conflict of interest.
PEAK Financial Group caters to Financial Advisors wishing to pursue their profession with complete Independence in the areas of wealth management, mutual funds, securities, insurance and financial planning. We can say with confidence that we are the only Canadian company offering Independent Advisors the unique combination of full access to financial products; industry-leading technology and powerful services, all delivered in an environment free from any conflict of interest, sales quotas and in-house products.
For nearly 20 years, PEAK Financial Group has proudly represented and promoted Independent Advice. Today we support the largest network of Independent Advisors in Quebec and we are positioning ourselves amongst the five largest multidisciplinary independent Dealers in Canada. Our size is a significant competitive advantage for an Independent Dealer and helps us to attract and retain high-potential Advisors.
Serve, represent and promote Independent Advice.
PEAK Financial Group caters to Financial Advisors wishing to build their brand, within their market place in the areas of wealth management, mutual funds, securities, insurance and financial planning.
Supporting Independent Financial Advisors requires know-how and first class service. We believe that only a long-term relationship based on high-calibre professionalism, in an environment of trust and integrity, can bring about personalized and efficient solutions.