Our Firm

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

PEAK Private Wealth was created as a result of PEAK Financial Group’s desire to offer personalized, fee-based, independent discretionary portfolio management to high-net-worth investors.

With more than $10 billion in assets under administration, PEAK Financial Group is the largest entirely independent dealer in Quebec and ranks among the largest in Canada. Active from coast to coast and registered for more than 25 years, PEAK has won the confidence of more than 1,500 independent financial Advisors backed by qualified professionals and support staff. This special relationship enables these Advisors to successfully serve more than 150,000 clients by providing impartial recommendations.

PEAK Private Wealth is a division of PEAK Securities, a full-service dealer established in 2000. With access to the leading capital markets, investors benefit from an extensive offering that includes exchange-traded funds, common and preferred shares, bonds, strip bonds and mutual funds.


Independence is our choice

PEAK Financial Group is a privately held company.

PEAK has grown tremendously over the years, in complete freedom, while preserving the culture and core values that have guided it since 1992.

PEAK’s financial soundness and determination have made it a leader in Independent Advice in the financial services industry.


Sustained growth and determination

PEAK Financial Services Inc.

1990

PEAK Investment Services Inc. : Registration with the AMF and MFDA

1992

PEAK Insurance Services Inc.

1998

Acquisition of Geoffrion, Leclerc, Marcoux et associés inc. (GLM)

1999

PEAK Securities Registration with IIROC and CIPF

2000

Acquisition of Greater Montreal Financial Services Inc.

2002

Acquisition of AXA Financial Services Inc.

2007

Acquisition of Promutuel Capital Financial Services Inc.

2009

Acquisition of Customplan Financial Advisors Inc.
CREATION of PEAK Private Wealth

2013



AMF: Autorité des marchés financiers
ACFM : Association canadienne des courtiers de fonds mutuels
OCRCVM : Organisme canadien de réglementation du commerce des valeurs mobilières
FCPE : Fond canadien de protection des épargnants


Recognized for our unique expertise

Year after year, PEAK Financial Group has been recognized as one of the best multidisciplinary dealers in Canada (ratings published annually by Investment Executive and Finance et Investissement).

In 2017, Finance et Investisement selected Robert Frances, founder of PEAK, as the winner in the multidisciplinary category of its 2016 Top 25 Quebec Financial Personalities of the Year.

In 2011, Mr. Frances received the Ernst & Young Entrepreneur of the Year award in the Quebec Service Businesses category.

For six consecutive years, PEAK has also been recognized by PROFIT 100 as one of Canada’s fastest-growing companies.


  • Fully independent
  • No in-house products
  • No affiliations to any financial institution or manufacturer of financial products