We are an independent financial services firm registered through PEAK Financial Group since 1998. Our clients are from Ontario and Quebec and include both active and retired business owners, senior managers, medical professionals and seniors. They use our services for managing their investment portfolio and preserving their wealth protection.
We pay special attention to taxes. For many taxpayers, it is the largest expense they will assume in their lifetime. Our expertise in taxation allows us to put in place structures to reduce, differ, or in some cases eliminate income tax.
We believe seekingout the assistance of an independent advisor, a specialist who has the knowledge and expertise to guide you through the maze of available options is a prudent approach.
Our team will recommend the best strategy and ensure a continuous monitoring throughout the process. In conclusion, we support you to reach your financial goals.
We are an independent financial services firm, in existence since 1998. The independence and objectivity of our advice has always been our priority and our clients appreciate it.
From the beginning of our existence, we helped our clients developing specific financial plans and we assisted them in this complex financial maze to allow them to achieve and maintain financial independence.
We refined our tax expertise in 2006 and in 2010, we expanded our range of financial products by introducing securities.
Meet the Team
Service is all about people. We hire professional financial experts to assist our clients with optimal strategies. Our team has client relationship at heart. We also count on Peak’s back office, more than 100 individuals devoted to support advisers in their daily tasks. They also make sure that investors benefit from the highest industry standards.
Owner and Investment Advisor
In the industry since 1998 following a short but palpitating professional hockey career. He was drafted in the 4th round in 1991 by the Montreal Canadien and took part in 3 training camps.
On the academic side, he studied at Clarkson University in New York state and then completed a bachelor's degree in finance at Concordia University in Montreal. In 2006, he completed a graduate diploma in taxation from Sherbrooke University.
He holds a full securities licence in Ontario and Quebec. He completed with success the Financial Planner exam in 1999.
In the financial industry since 1990. He has worked 22 years for Desjardins and National Bank. He holds a bachelor's degree in business administration specialized in marketing and financial planning.
Beside his expertise and knowledge, his strength lies mainly in his desire to establish sustainable relationships, and to provide quality advice.
Joined the team in 2007. She is responsible for transactions accuracy and integrity, clients follow-ups, agenda planning and clients communications and service. She welcomes opportunity to work with clients. She is appreciated for her friendly and professional manner.