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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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Eastern Quebec

Est du Québec

Saguenay-Lac-Saint-Jean

Saguenay-Lac-Saint-Jean

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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This website is intended for residents of Quebec and Ontario.

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