MONTREAL, July 2, 2013 /CNW Telbec/ - Mr. Robert Frances, President and
CEO of PEAK Financial Group, is pleased to announce the arrival of
well-known and highly respected portfolio managers as well as the
creation of PEAK Securities' new division : PEAK Private Wealth.
With the creation of the new division PEAK Private Wealth, PEAK
Financial Group possesses a unique and specialized offering among the
independent multidisciplinary dealers in the industry. Personalized
discretionary portfolio management will be provided entirely by PEAK
Private Wealth's highly qualified internal portfolio managers. PEAK is
once again demonstrating that independence is the key to success for
Advisors and their clients. As a private and independent company,
PEAK's Private Wealth Division is able to operate with absolutely no
conflicts of interest offering no in-house products with no sales
"PEAK has been offering wealth management services in collaboration with
external portfolio managers for 10 years now. With today's
announcement, we are clearly strengthening our position in this sector.
The arrival of portfolio managers and the creation of the new division
represent an opportunity for our Advisors, who can now complement their
offering by using the new division's discretionary management
services," concluded Robert Frances.
About PEAK Financial Group
Founded in 1992, PEAK Financial Group, Canada's premier independent full
service dealer, has an unrivalled reputation in the financial services
industry and provides its expertise to a network of over 1,000
independent financial Advisors and registered professionals, well
established in wealth management, mutual funds, securities, insurance
and financial planning. Thanks to the shared values of integrity,
independence, and innovation within PEAK Financial Group, PEAK and its
network of independent financial Advisors have earned the trust of over
135,000 investors. PEAK Financial Group has over $ 6 billion in assets
under administration and an enviable life insurance portfolio. PEAK
Financial Group is comprised of 5 member companies: PEAK Investment
Services, PEAK Financial Services, PEAK Insurance Services, PEAK
Securities and its division PEAK Private Wealth.
SOURCE: PEAK Financial Group
For further information:
Photos and logo :
PEAK Private Wealth's logo is available on demand.
Caroline Combes, Director, Marketing & Communications - 514-518-0388 - firstname.lastname@example.org