Independent Advice
I am an investment advisor with PEAK Securities Inc. licensed in Ontario and Quebec. PEAK Securities Inc. is an IDA registered, full service investment broker and a member of the Canadian Investor Protector fund. It is a wholly owned subsidiary of PEAK Financial group.
As an investment advisor, it is my responsibility to ensure the financial products I recommend to you are suitable for your specific investment objectives, your financial position and the level of risk you are willing to assume. This is the case regardless of the nature or source of compensation that I may receive from the transaction. I am able to provide you with a complete array of investment products including:
- Mutual funds and exchange-traded funds
- Stocks and bonds
- Wrap accounts
- Principle Protected notes
In addition, I hold the professional title of Financial Planner, the only recognized financial planning designation in the province of Quebec. This allows me to provide independent financial planning advice for a fee in the province of Quebec.
I also hold the title of Financial Security Advisor in the province of Quebec. This allows me to provide you with insurance products from any number of insurance companies including life and disability insurance, segregated funds and annuities. (Note that I offer insurance products and financial planning services as an independent representative under the name In the White Financial Services. These services are offered independently of PEAK Securities Inc.)
As a Financial Planner and independent advisor, I have no monetary interest in recommending one product over another, nor am I bound to any specific provider of financial products and services.
My role is, first and foremost, to provide you with sound financial advice.
My time is compensated either on a fee only basis or, as is most often the case, with a combination of fees and commissions. As the client, you choose the type of compensation with which you are most comfortable. This way you can feel entirely confident that my recommendations are based solely on the goals that are important to you. For more information on my professional licenses and compensation, please consult this information letter: