(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 WebsiteEach 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.
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.
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)
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
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
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.
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 Investment Industry Regulatory Organization of Canada (IIROC), 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 Investment Industry Regulatory Organization (IIROC).
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 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.
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 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.