Groupe financier PEAK / PEAK Financial Group | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Analytics & Tracking
Video & Media
Email & Communication
Keywords & Focus Areas
Groupe financier PEAK / PEAK Financial Group
Overview
Groupe financier PEAK, also known as PEAK Financial Group, is a fully independent financial dealer based in Montreal, Quebec. Established in 1992, it operates across Canada and manages over $16 billion in assets for more than 150,000 clients. The organization supports a network of over 1,500 independent financial advisors by providing them with essential infrastructure and resources.
Specializing in independent financial advice, the company ensures its services are free from conflicts of interest. It offers a comprehensive suite of financial solutions, including wealth management, mutual funds, insurance products, financial planning, discretionary and private wealth management, and mortgage services. The organization is committed to core values of independence, integrity, and innovation, aiming to enhance the financial well-being of Canadians through clear and trustworthy guidance.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1992 |
| Revenue | $153.3M |
| Headquarters | 2000 Rue Mansfield, Montreal, Quebec, H3A 3A6, Canada |
| Languages | English |
Contact Details
- Phone: +1 514-844-6000
- Website: peakgroup.com
- LinkedIn: linkedin.com/company/peakfinancialgroup
Key Focus Areas & Initiatives
- Mutual funds
- Securities
- Dealer operations
- Independent advice
- Independent financial advisors
- Insurance
- Full service dealer
- Private wealth
- Asset management
- Wealth management
- Financial planning
- Investment strategies
- Insurance coverage
- Mortgage services
- Discretionary management
- Business planning
- Audit and assurance
- Strategic planning
- Private wealth management
- Financial products
- Investment solutions
- Retirement planning
- Tax strategy
- Estate planning
- Charitable donations
- Customized financing
- Client relationships
- Portfolio management
- Financial independence
- Advisor network
- Wealth professional
- Financial technology
- Advisor training
- Financial mentorship
- Client satisfaction
- Community involvement
- Risk management
- Employee benefits
- Exchange-traded funds
- Stocks
- Bonds
- Guaranteed investment certificates
- Home financing
- Group savings plans
- Financial goals
- Advisor compensation
- Network benefits
- Customer support
- Business succession planning
- Investor education
- Financial literacy
- Professional development
- Advisory committee
- Flexible business model
- B2B services
- Non-profit initiatives
- Investment management
- Law practice
- Legal services
- Finance technology
- Information technology & services
- Nonprofit organization management
Technologies Used
- AI
- Amazon AWS
- Circle
- Cloudflare DNS
- Google Tag Manager
- Microsoft Azure
- Microsoft Office 365
- Mobile Friendly
- Outlook
- Rackspace MailGun
- Remote
- Vimeo
- Webflow
- Zendesk
- reCAPTCHA
Community
