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The role of our investment committee : independence, discipline and experience

The role of our investment committee : independence, discipline and experience

Introducing our investment committee.
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Phantom Distributions : How to Make Sense of Them?

Phantom Distributions : How to Make Sense of Them?

Have you noticed that the book value (or Adjusted Cost Base - ACB) on your latest account statement has changed
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Gifts of securities: more advantageous than you think!

Gifts of securities: more advantageous than you think!

Gifts of securities offer significant benefits.
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Power of Attorney vs. Protection Mandate: What’s the Difference?

Power of Attorney vs. Protection Mandate: What’s the Difference?

The differences between a general power of attorney and the Protection mandate
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PEAK Private Wealth
Canadian Investor Protection Fund
Canadian Investment Regulatory Organization
Autorité des marchés financiers

Our portfolio management services are provided through and supervised by PEAK Private Wealth Management, a division of PEAK Securities Inc., an independent full-service investment dealer and a member of the PEAK Financial Group. The Group oversees more than $19 billion in assets, making it Canada’s largest network of independent financial advisors. PEAK Securities Inc. is registered with the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Our financial planning services and insurance products are offered through AltaFina Wealth Management, a financial services firm regulated in Québec by the Autorité des marchés financiers (AMF).

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