Peak Financial Group
Clifford Toy currently serves as Supervisor of Integration and Team Lead for Advisor Services at Groupe financier PEAK/PEAK Financial Group, a position held since December 2020. Prior to this role, Clifford Toy worked at BMO Financial Group from October 2016 to December 2020, advancing from Senior Associate in Investment Services, Mutual Funds to Service Representative III, where responsibilities included managing complex client escalations and overseeing mutual fund file investigations across Canada. Clifford Toy holds a Bachelor of Commerce degree in Marketing from Concordia University and a Diploma of College Studies in Commerce from Champlain College Saint-Lambert.
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Peak Financial Group
PEAK is positioned as a leader among multidisciplinary and fully independent dealers.