PEAK is positioned as a leader among multidisciplinary and fully independent dealers.

Insurance

Peak Financial Group

Peak Financial Group's headquarters in Montreal, Canada

The Weyburn office specializes in financial planning and wealth management services for clients in the region.

Weyburn

Robert Frances

Jean-Sébastien Chaussé D'Arcy

Erika Tatiana Fernandez

Marc Doré

Elise Crevier

Élisabeth Chamberland

Martin Boileau

The Finance and Compliance team at Peak Financial Group ensures meticulous financial management and regulatory adherence within the company. They handle financial planning, reporting, and auditing while ensuring compliance with relevant laws and regulations. The team also advises on risk management and supports fiduciary responsibilities to maintain the firm's integrity and uphold industry standards.

Finance and Compliance

The Business Development and Financial Services team at Peak Financial Group focuses on expanding the company's market presence and enhancing client relations. They drive business growth through strategic partnerships, deliver high-quality financial advisory services, and ensure continuous improvement in processes and customer satisfaction. Key roles within the team include overseeing business development strategies, providing specialized financial advice, and supporting independent contractors and mutual fund representatives.

Business Development and Financial Services

The Leadership Team at Peak Financial Group oversees strategic direction, operational efficiency, regulatory compliance, and business development. They ensure alignment with the company’s values and objectives, fostering growth and maintaining PEAK's status as a premier independent dealer.

Leadership Team

The Information Technology team at Peak Financial Group ensures the seamless operation and security of the firm's technological infrastructure. They develop and maintain software systems, provide technical support, analyze system performance, and implement robust cybersecurity measures to safeguard company data.

Information Technology

The Management team at Peak Financial Group is responsible for overseeing the company's strategic direction, operational efficiency, and overall performance. This team ensures the alignment of various business initiatives with the company's goals, drives growth, and maintains Peak's leadership position in the financial services industry.

Management

The Marketing and Communications team at Peak Financial Group is responsible for creating and executing comprehensive marketing strategies, managing digital marketing efforts, overseeing customer relationship management (CRM), and handling public relations initiatives. Their goal is to enhance brand visibility, engage with clients, and communicate the company's values and services effectively.

Peak Financial Group

Org chart

Teams

Finance and Compliance

Business Development and Financial Services

Leadership Team

Information Technology

Management

Marketing and Communications

Offices

Peak Financial Group

Org chart

Teams

Finance and Compliance

Business Development and Financial Services

Leadership Team

Information Technology

Management

Marketing and Communications

Offices

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