MONTREAL, Dec. 1, 2016 /CNW Telbec/ - PEAK Investment Services, the Mutual Fund Dealer of PEAK Financial Group, is pleased to announce that mutual fund Advisors will now be able to offer their clients access to exchange-traded funds (ETFs).
Leveraging the firm's 15-year securities experience, PEAK pursues innovative solutions for the benefit of financial Advisors. PEAK's technology and operations expertise is powering this solution on an in-house platform that enables mutual fund Advisors to place ETF trades directly through PEAK Investment Services. PEAK is one of the first dealers to provide mutual fund Advisors with products typically reserved for the securities clients.
"We believe that providing Advisors with an extensive offering of investment opportunities will contribute to create successful financial strategies for their clients." said Robert Frances, Chairman & CEO of PEAK Financial Group. "It is crucial for Advisors to be well-equipped to better serve their clients and overcome the challenges of a changing and highly competitive industry. PEAK is committed to providing Advisors with a large offering to ensure them a bright future." concluded Robert Frances.
About PEAK - 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 1,500 Independent Financial Advisors and registered professionals, well established in wealth management, mutual funds, securities, insurance and ﬁnancial planning. PEAK Financial Group has over $ 8.5 billion in assets under administration and an enviable life insurance portfolio. PEAK Financial Group is comprised of 4 member companies: PEAK Investment Services Inc., PEAK Financial Services Inc., PEAK Securities Inc. and PEAK Insurance Services Inc. 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 150,000 investors, from coast to coast.
About ETF - An ETF is a security that aims to reproduce the performance of an index, a commodity or a basket of assets portfolio like an index fund. However, ETFs are traded on the stock market like regular stocks. ETF shares are therefore subject to price fluctuations throughout the day. Combining the advantages of stocks and index funds, ETFs are liquid and easy to track while offering strong diversification.
SOURCE PEAK Financial Group
For further information: Caroline Combes, Director, Marketing, Communications & Public Relations, Tel.: 514-844-6911, ext. 2280 / 514-518-0388, [email protected]