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Robert Frances
Founder, President And Ceo at Groupe Financier Peak / Peak Financial
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Work Experience
Founder, President And Ceo
Present
Company Details
With $15 billion in assets under management, PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, PEAK Financial Group has proudly represented and promoted independent advice for 30 years. PEAK has captured the trust of over 1,500 independent Advisors, professionals and employees registered across Canada, enabling them to successfully serve more than 150,000 clients (retail networks) by delivering financial advice that is both impartial and free from conflict of interest. PEAK Financial Group caters to Financial Advisors wishing to pursue their profession with complete independence in the areas of wealth management, mutual funds, securities, insurance and financial planning.
Year Founded
1992
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
2000, rue Mansfield Suite 1800 Montreal, Quebec H3A3A6, CA
Keywords
Mutual FundsSecuritiesDealerIndependent AdviceIndependent Financial AdvisorsInsuranceFonds communs de placementConseil indépendantCourtier multidisciplinaireFull service Dealer
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