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 quotas.
"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 - [email protected]