You work hard to accumulate a level of wealth that will allow you to make your dreams come true. You need a trusted partner to make it grow. You expect personalized advice and outstanding service, as well as access to a wide range of distinct opportunities that can help you and your family achieve your financial goals. That is where we come in.Your PEAK Advisor [1] does not only offer you investment solutions; he or she studies your financial affairs to propose the best strategies. Through regular discussions with your Advisor, you can determine the investments that best meet your needs and expectations. Your Advisor is not subject to any sales objectives and will give you access to the full range of approved Canadian products [2], without any in-house products.

Life brings its share of challenges. When it comes to your wealth, how do you manage your assets so that they generate the best results based on your personal situation? How do you manage your taxes, business strategy, estate planning and charitable donations to make them meaningful to you and your family? We know that managing your wealth can be challenging, which is why your PEAK Portfolio Manager [4] covers all aspects of your situation to properly identify and organize your needs so that you can derive maximum benefit from a customized approach.

Buying a property is an important step in our lives. Borrowing plays an important role in this process. PEAK has relationships with several institutions who can offer you mortgage and lending products.Our external mortgage service partners can assist you throughout the process. They will make sure they have global understanding of your financing needs and help you define a strategic approach, within the context of your assets. They will offer you a wide range of solutions to provide you with customized financing.