PEAK Financial Group is proud to announce its recognition as an Excellence Awardee at the 2024 Wealth Professional Awards, where it received honours for The Trez Capital Award for Multi-Office Advisor Network/Brokerage of the Year and Employer of Choice.

This honour reflects not only PEAK’s commitment to its core values but also its dedication to maintaining a close, collaborative relationship with advisors, ensuring long-term success for both clients and professionals.

The recognition also underscores PEAK’s long-standing commitment to fostering a thriving environment for independent advisors and providing cutting-edge support that enables their success.

"Our mission has always been about more than business—it’s about building a better world through financial independence and fostering a strong, values-driven advisor network," said Robert Frances, President and CEO of PEAK Financial Group.

Robert Frances highlighted PEAK’s dedication to its values and its independent advisors, stating that "our vision is to create a better world through the way people use money and the way advisors work." He emphasized how staying true to these values for 32 years has earned PEAK the trust of both its employees and advisors.

Robert Ruffolo, Vice-President of Business Development, added, "At PEAK, we believe in empowering advisors with the tools and technology they need to excel. Our commitment to innovation and advisor-centric solutions allows us to stay ahead of the curve."

Both leaders shared that while growth is essential, it is not the end goal. "Growth is a consequence," Frances remarked. "It comes from doing the right things by our advisors and clients."

Their commitment to responsible growth and innovative practices continues to set PEAK apart, ensuring that they serve their advisors' needs in the best possible way.

As a firm that continues to grow responsibly, PEAK has remained focused on providing advisors with the resources, mentorship and support needed to thrive in an ever-changing financial landscape.

To watch the full interview, click below.:

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About PEAK:

PEAK Financial Group is a leader in financial services in Canada. With a strong belief in independence, the company works with over 1,500 registered advisors and passionate employees across the country. With a diverse client base of 150,000 investors from coast to coast, PEAK has maintained a leading position in the industry for over 30 years while remaining true to its core values and mission.

PEAK’s commitment to national leadership includes the active participation of Robert Frances, President and CEO, as a member of the CIRO Board of Directors. PEAK’s pride lies in its sustained investment in innovation, with the allocation of significant resources aimed at revolutionizing the practices and development of PEAK advisors.

PEAK's core values also revolve around humanity. This synergy between human-centred values and cutting-edge technological advancements empowers advisors and shapes the future of financial practices.

With $15 billion in assets under administration, PEAK positions itself as a true catalyst for success for independent financial advisors and their clients, embodying excellence and innovation at every stage of its journey.

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