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
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.