Building Lasting Relationships

PEAK Private Wealth was created by PEAK Financial Group to offer personalized, fee-based, independent discretionary portfolio management to high-net-worth investors.

“Trust is at the heart of my relationships with my clients. In the financial world, any investment is above all an investment based on trust. And trust is what the future is built on.”

André Morin Portfolio Manager

Our Firm

PEAK Financial Group has been in business for more than 25 years. PEAK is the largest independent dealer in Quebec and one of the largest in Canada.

Entirely independent and focused on your best interests

  • No in-house products
  • No securities issuance

Sustained growth and a strong network

  • $10 billion in assets under administration
  • A network of more than 1,500 independent financial Advisors backed by qualified professionals and support staff
  • More than 150,000 clients
Read more >

Our team

Personalized discretionary portfolio management is provided by the highly qualified Portfolio Managers of PEAK Private Wealth.

André Morin

B.A.A, MBA, Adm, A., Pl. Fin., CIM

Portfolio Manager

André Morin and his team believe in commitment to and respect for their clients. They are committed to helping entrepreneurs, professionals, business owners and their families achieve their financial goals.

View profile >

our difference

Protection of your assets

Watching out for your interests

Stability and financial soundness, with complete independence

PEAK Financial Group’s 25 years in business confirms the reliability, stability and excellence of such a partnership. PEAK is a wholly private company with no affiliation to any financial institution or manufacturer of financial products. Complete independence is our strength and our choice.

Our financial soundness has supported sustained growth, enabling us to acquire six companies over the past 15 years. The addition to the group of new specialized divisions allows us to satisfy investors’ constantly evolving needs. PEAK Private Wealth offers you the stability of a sound financial partner within a group that has been growing steadily year after year.

Total transparency for unshakable confidence

We offer you advice that brooks no compromise. For this reason PEAK Private Wealth’s Portfolio Managers receive no commission on the sale of financial products. Their services are remunerated by fees consisting of a percentage of the assets managed for you and your family. For non-registered accounts these fees are tax deductible. To summarize, our remuneration is entirely transparent, easy to understand and tax efficient.

A human face and a personal touch

At PEAK Private Wealth, loyalty is a core value, beginning with the loyalty of the Advisors dedicated to accompanying you with personalized support in the context of a long-term commitment. PEAK’s independence allows clients and their families to keep the same Advisor for life, contrary to common practice at financial institutions.


By listening actively, engaging with you and advising you, your Portfolio Manager puts his or her competence and experience at your service. You will benefit from the commitment of a trusted Advisor who will guide and support you over the years.

Individualized advice

Because your situation is unique, our advice is customized for each client. The independence of PEAK Private Wealth ensures that our recommendations are tailored to your needs and to your needs alone.

An extensive range of investment options

Our clients have access to the complete range of financial products approved for Canada, an extensive offering that includes exchange-traded funds, common and preferred shares, bonds, strip coupons and mutual funds.

Our advantageous position gives us access to market opportunities as they arise. Because of our independence, we can utilize the best resources the financial services industry has to offer.

A comprehensive and coordinated approach

Your PEAK Private Wealth Portfolio Manager is backed by a strong team equipped with innovative and effective methods and tools. The plan we make and implement together will form a comprehensive and sophisticated analysis of your current assets and their evolution.

To summarize, your Advisor brings to the table a unique strength: the ability to mobilize the best expertise and specialized talents to advance your personal plans.

From initial planning to discretionary portfolio management, our sole objective is to provide you with first-rate service encompassing all aspects of your needs and objectives.

Your objectives

To support your objectives and lifestyle, a management strategy is defined in accordance with your financial plan. Personalized discretionary portfolio management is provided by the highly qualified Portfolio Managers of PEAK Private Wealth. As a firm independent of any financial institution, PEAK does not offer in-house products, issuing no securities of its own, and opening the door to the full range of financial vehicles and markets approved in Canada. We use financial instruments that allow you to capture the returns of the major market indexes.

After defining the management objectives (asset allocation, risk tolerance, etc.) with the client, PEAK Private Wealth’s Portfolio Manager takes care of everything! He or she will implement the strategy, monitor the investments, rebalance the portfolio from day to day to take maximum advantage of market developments pertinent to the objectives, and keep the client regularly informed.

You are at the stage of planning your retirement or of living it to the full, structuring your private and professional assets to the best advantage, keeping them tax-efficient, and thinking about how you want to pass them on.

Your Advisor will be ready to address all aspects of your plan with you. To guide you effectively, he or she will orchestrate the range of expertise needed to create a realistic plan customized to your situation.

Supported by our specialists, they will optimize recommendations for tax planning, as well as pension, insurance, and estate planning and will provide regular feedback on your progress to avoid pitfalls that could derail your plans.

Your Advisor will work closely with you to find solutions aimed at minimizing risks and maximizing the growth of your personal assets. They will integrate all tax and estate considerations with life insurance and disability or critical-illness insurance.

Contact us

Peak Private Wealth
2000, Mansfield St. - Suite 1800
Montréal (Québec) H3A 3A6
CANADA

T 514 844 6000
1 877 844 4481 www.peakprivatewealth.com www.peakgroup.com

our firm

PEAK Financial Group has been in business for more than 25 years. PEAK is the largest independent dealer in Quebec and one of the largest in Canada.

Entirely independent and focused on your best interests

  • No in-house products
  • No securities issuance

Sustained growth and a strong network

  • $10 billion in assets under administration
  • A network of more than 1,500 independent financial Advisors backed by qualified professionals and support staff
  • More than 150,000 clients
Read more >
OUR TEAM

Personalized discretionary portfolio management is provided by the highly qualified Portfolio Managers of PEAK Private Wealth.

André Morin

B.A.A, MBA, Adm, A., Pl. Fin., CIM

Portfolio Manager

André Morin and his team believe in commitment to and respect for their clients. They are committed to helping entrepreneurs, professionals, business owners and their families achieve their financial goals.

View profile >
OUR DIFFERENCE

Protection of your assets

Watching out for our interests

Stability and financial soundness, with complete independence

PEAK Financial Group’s 25 years in business confirms the reliability, stability and excellence of such a partnership. PEAK is a wholly private company with no affiliation to any financial institution or manufacturer of financial products. Complete independence is our strength and our choice.

Our financial soundness has supported sustained growth, enabling us to acquire six companies over the past 15 years. The addition to the group of new specialized divisions allows us to satisfy investors’ constantly evolving needs. PEAK Private Wealth offers you the stability of a sound financial partner within a group that has been growing steadily year after year.

Total transparency for unshakable confidence

We offer you advice that brooks no compromise. For this reason PEAK Private Wealth’s Portfolio Managers receive no commission on the sale of financial products. Their services are remunerated by fees consisting of a percentage of the assets managed for you and your family. For non-registered accounts these fees are tax deductible. To summarize, our remuneration is entirely transparent, easy to understand and tax efficient.

A human face and a personal touch

At PEAK Private Wealth, loyalty is a core value, beginning with the loyalty of the Advisors dedicated to accompanying you with personalized support in the context of a long-term commitment. PEAK’s independence allows clients and their families to keep the same Advisor for life, contrary to common practice at financial institutions.


By listening actively, engaging with you and advising you, your Portfolio Manager puts his or her competence and experience at your service. You will benefit from the commitment of a trusted Advisor who will guide and support you over the years.

Individualized advice

Because your situation is unique, our advice is customized for each client. The independence of PEAK Private Wealth ensures that our recommendations are tailored to your needs and to your needs alone.

An extensive range of investment options

Our clients have access to the complete range of financial products approved for Canada, an extensive offering that includes exchange-traded funds, common and preferred shares, bonds, strip coupons and mutual funds.

Our advantageous position gives us access to market opportunities as they arise. Because of our independence, we can utilize the best resources the financial services industry has to offer.

A comprehensive and coordinated approach

Your PEAK Private Wealth Portfolio Manager is backed by a strong team equipped with innovative and effective methods and tools. The plan we make and implement together will form a comprehensive and sophisticated analysis of your current assets and their evolution.

To summarize, your Advisor brings to the table a unique strength: the ability to mobilize the best expertise and specialized talents to advance your personal plans.

From initial planning to discretionary portfolio management, our sole objective is to provide you with first-rate service encompassing all aspects of your needs and objectives.

Your objectives

To support your objectives and lifestyle, a management strategy is defined in accordance with your financial plan. Personalized discretionary portfolio management is provided by the highly qualified Portfolio Managers of PEAK Private Wealth. As a firm independent of any financial institution, PEAK does not offer in-house products, issuing no securities of its own, and opening the door to the full range of financial vehicles and markets approved in Canada. We use financial instruments that allow you to capture the returns of the major market indexes.

After defining the management objectives (asset allocation, risk tolerance, etc.) with the client, PEAK Private Wealth’s Portfolio Manager takes care of everything! He or she will implement the strategy, monitor the investments, rebalance the portfolio from day to day to take maximum advantage of market developments pertinent to the objectives, and keep the client regularly informed.

You are at the stage of planning your retirement or of living it to the full, structuring your private and professional assets to the best advantage, keeping them tax-efficient, and thinking about how you want to pass them on.

Your Advisor will be ready to address all aspects of your plan with you. To guide you effectively, he or she will orchestrate the range of expertise needed to create a realistic plan customized to your situation.

Supported by our specialists, they will optimize recommendations for tax planning, as well as pension, insurance, and estate planning and will provide regular feedback on your progress to avoid pitfalls that could derail your plans.

Your Advisor will work closely with you to find solutions aimed at minimizing risks and maximizing the growth of your personal assets. They will integrate all tax and estate considerations with life insurance and disability or critical-illness insurance.

Contact us

PEAK Private Wealth
2000 Mansfield St. - Suite 1800
Montreal (Quebec)
H3A 3A6
CANADA

T 514 844 6000
1 877 844 4481 www.peakprivatewealth.com www.peakgroup.com