(Parent company of PEAK Private Wealth)
As a private firm, independent of any financial institution, PEAK Financial Group does not use any proprietary products. PEAK Financial Group does not issue any securities and has access to all approved financial products in Canada.
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Each person is unique and has the right to expect a personalized investment strategy that fits their profile. You are at the heart of the action and we respect your reality as a business owner, business person, professional or retiree and that of your family.
Gino and his team ensure that you are kept informed of market and portfolio developments in a clear and continuous manner. We communicate regularly with you in complete confidentiality and we assure you of our constant availability.
Actions and results are paramount in effective portfolio management. The achievement of objectives remains the anchor of any informed investment decision.
Portfolio Manager (attached to PEAK Private Wealth)
Gino is a portfolio manager who applies a personalized and strategic approach to help clients achieve their financial goals. With nearly 30 years of experience in wealth management, he has developed strong expertise in portfolio management, financial market analysis, and investment taxation. Gino firmly believes in the importance of diversification, discipline, and consistency. His philosophy focuses on leveraging long-term market trends rather than pursuing short-term gains.
T 418.862.5643
1 800 774 7418 (free of charge)
F 418.862.3585
gino.gauthier@gestionpriveepeak.com
Portfolio Manager (attached to PEAK Private Wealth)
Gaétan is a portfolio manager who places his clients at the heart of everything he does. Dedicated to guiding and supporting every client in optimizing their financial situation, he takes a personalized and attentive approach.Holding the respected designations of Chartered Life Underwriter (CLU), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI), he delivers high-quality advice built on more than 20 years of experience in the financial services industry.
Portfolio Manager (attached to PEAK Private Wealth)
Patrick is a portfolio manager and holds the CFA® designation, one of the most prestigious professional designations in finance. He also holds an MBA specializing in investment management from Concordia University and a bachelor’s degree in electrical engineering from McGill University.
The 25 years of operations of PEAK Financial Group (the parent company of PEAK Private Wealth) confirm the reliability, stability and excellence of such a partnership. It is a totally private company and is not attached to any financial institution or manufacturer of financial products. Total independence is our strength and our choice.
The advice we provide is uncompromising. That is why PEAK Private Wealth portfolio managers do not receive any commission on the sale of financial products.
By his quality of listening, involvement and advice, your manager puts his competence and experience at your service.
PEAK Private Wealth's independence ensures that our recommendations are tailored to your needs, and your needs alone.
With access to the full range of financial products approved for Canada, investors benefit from a broad offering that includes exchange-traded funds, common and preferred shares, bonds, strip coupons and mutual funds.
From planning to discretionary portfolio management, our sole objective is to provide you with a first-class service that encompasses all your needs.
PEAK Securities, which includes the PEAK Private Client division, is a member of the Canadian Investor Protection Fund (CIPF). This fund protects clients who have suffered or are at risk of suffering a financial loss resulting exclusively from the insolvency of one of its members.
PEAK Securities is subject to audit by the Canadian Investment Regulatory Organization (CIRO), its principal regulator.
Valeurs mobilières PEAK est soumise aux vérifications de l’Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM), le principal organisme duquel elle relève.
All PEAK Private Wealth portfolio managers are registered with the Canadian Investment Regulatory Organization (CIRO).
You benefit from personalized discretionary portfolio management by highly qualified PEAK Private Wealth portfolio managers.
Once your objectives have been defined within the framework of your investment policy, your portfolio manager and his or her team will take care of everything:
implementation of the strategy, daily monitoring, periodic rebalancing, while keeping you informed on a regular basis.
Your advisor will meet all your needs. To guide you successfully, he or she orchestrates the necessary expertise to offer you a realistic and customized plan.
With the support of our expert advisors, he will optimize the recommendations related to taxation, pension plans, insurance and estate planning (offered through Gagné, Morin & Associates R.-D.-L. inc.). He will also make sure to re-evaluate the established plan periodically to avoid the pitfalls that could derail your projects.
Your Advisor works closely with you to find solutions to mitigate risk and fully protect your personal or professional assets, integrating all tax, estate, life, disability and critical illness insurance issues.
These are offered through Gagné, Morin & Associates R.-D.-L. inc.
For more information regarding the advisors CIRO registration, please click here to access the CIRO Advisor Report for ANDRÉ MORIN, GINO GAUTHIER AND FRANCOIS THERRIEN. PEAK Securities Inc., a Canadian Investment Regulatory Organization (CIRO) registered, Investment Dealer, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.