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Company: Peak Financial Group

23 results found
buildings and architecture of montreal, quebec

A 2016 review found weaknesses in the firm’s internal controls and supervisory systems

Streets of Montreal, Canada

As vice president of business development, Dulude will be responsible for managing the firm’s recruitment efforts across Canada

  • By: Leah Golob
  • February 14, 2018 September 5, 2018
  • 12:00
Street Capital appoints chief product and marketing officer

De Laurentiis has more than 30 years of experience in the financial services sector, most recent as president and CEO of IFIC

  • By: IE Staff
  • February 23, 2017 September 5, 2018
  • 10:30
CTI Capital Securities’ new hybrid advice platform targets the mass affluent

Peak Insurance Services will add more than 6,000 clients to its roster as a result of the deal with L.E.S, which provides insurance services to health-care professionals

The firm joins Mandeville among the first mutual fund dealers to provide advisors with products typically accessible only through securities dealers

Taking over the daily operations of Peak Financial Group from Robert Frances represents an opportunity for the experienced Doré

Doré will lead the firm’s management team and oversee its operations as chairman and CEO Robert Frances focuses on the firm’s expansion

Boutique MGA serves 40 advisors catering to HNW markets in Quebec, Ontario and Nova Scotia

  • By: IE Staff
  • February 18, 2015 February 18, 2015
  • 16:00

Firm enhances its offering with the addition of portfolio managers

  • By: IE Staff
  • July 2, 2013 December 14, 2017
  • 09:25

MGA’s partnership model is “like a joint venture,” CEO says