PEAK Financial Group

(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.

Visit PEAK's Financial Group Website
Present from East to West for over 25 years
Totally independent in the best interest of the clients
Sustained growth and a strong network

"Trust is at the heart of my relationships with my clients. In the financial sector, investing is first and foremost investing your trust. And it is on trust that we build the future."

André Morin
B.A.A., MBA, Adm. A., F. Pl., CIM
PORTFOLIO MANAGER

Profile

André Morin has extensive experience in personal and corporate finance. His knowledge of corporate structures, taxation and asset protection allows him to include the following considerations in your financial plan:

The following services are offered through PEAK Securities.
·       Portfolio management
·       Incomegeneration and asset growth objectives
·       Reducing volatility and sector concentration in your portfolio
·       Introduction of an Individual Pension Plan (IPP) for non-pensioner business owners. 

The following services are offered through Gagné, Morin et Associés R.-D.-L. Inc.
·       Financial security advising
·       Financial planning
·       Trusts and other means of reducing tax expenses
·       Compensation, benefits and retirement plans
·       Succession planning strategies
·       Protection of your professional, commercial and personal assets
·       Planning for a comfortable retirement based on your lifestyle
·       Estate planning
·       Insurance solutions for business owners and professionals

André will work closely with you to find solutions aimed at mitigating risks and increasing the value of your capital. Since his services are remunerated solely on a fee basis, you are assured of advice that is objective, impartial, transparent and based on serious, well-grounded research.

André has a Bachelor of Business Administration from the University of Moncton and a Master of Business Administration from Laval University, and has also completed postgraduate studies in taxation and organizational management in an international context. He is a member of the Association de planification fiscale et financière (APFF). He has received numerous distinctions in recognition of his role as a consultant with a major national investment firm.

Efficient and responsible management of your capital

André Morin and his team believe that the keys to effective and responsible management are as follows:

Understanding your situation

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.

Continuity in our communications

André 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.

Achieving results and performance

Actions and results are paramount in effective portfolio management. The achievement of objectives remains the anchor of any informed investment decision.

Our team

"The best things that happen in an organization are not the result of one person's work. It's the work of a whole team. " - Steve Jobs 
Personalized discretionary portfolio management is provided by highly qualified professionals. Ongoing information and training are an integral part of our agenda. Teamwork means close cooperation based on competence and trust. Your financial well-being and satisfaction are our motivation. Our priority is to offer you the best service and to provide you with the optimal solutions for your needs.

André Morin
B.A.A., MBA, Adm. A., F. Pl., CIM

Portfolio Manager (attached to PEAK Private Wealth)
Financial Security Advisor and Financial Planner (services offered through Gagné, Morin et Associés R.-D.-L. inc.)

T 418.862.5643
1 800 774 7418 (free of charge)
F 418.862.3585
494, Lafontaine street, C.P. 397
Rivière-du-Loup, QC G5R 3Y9
andre.morin@gestionpriveepeak.com

Gino Gauthier
B.A.A., CIM

Portfolio Manager (attached to PEAK Private Wealth)
Financial Security Advisor (services offered through Gagné, Morin & Associés R.-D.-L. inc. )

Gino and André have been working together for over twenty years. He is in charge of all operations related to the clients' portfolios.
gino.gauthier@gestionpriveepeak.com

Maryse Belzile

Investment Representative (attached to PEAK Private Wealth)

Maryse and André have been a team for over twenty-five years. As an investment representative, she also provides administrative support to the team and assists the financial advisors by checking the accuracy of transactions and electronic communications on a daily basis.
maryse.belzile@gestionpriveepeak.com

Protection of your assets

Watching out for your interests

Financial stability and solidity with complete independence

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.

Total transparency for total confidence

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.

A human face

By his quality of listening, involvement and advice, your manager puts his competence and experience at your service.

Customized advice

PEAK Private Wealth's independence ensures that our recommendations are tailored to your needs, and your needs alone.

Wide range of investments

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.

Global approach for a coherent management of your assets

From planning to discretionary portfolio management, our sole objective is to provide you with a first-class service that encompasses all your needs.

01.

Protection

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.

02.

Oversight

PEAK Securities is subject to audit by the Investment Industry Regulatory Organization of Canada (IIROC), its principal regulator.

02.

Surveillance

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.

03.

Integrity

All PEAK Private Wealth portfolio managers are registered with the Investment Industry Regulatory Organization (IIROC).

Your Objectives

We look after your interests

Manage

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.

Plan

Your consultant 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 or she 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.

Protect

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.

Contact us

Write to us!
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For more information regarding the advisors IIROC registration, please click here to access the IIROC Advisor Report for ANDRÉ MORIN, GINO GAUTHIER AND MARYSE BELZILE. PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC)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.