Quebec City planning firm Geoffrion, Leclerc, Marcoux et associés has agreed to join a national dealer PEAK Investment Services Inc. the two firms announced Thursday.
“We have been partners with PEAK for more than two years,” said Alain Rioux, president of the GLM Group.
“This agreement respects the long term strategy started a few years ago. We have now decided to transfer all operations of the dealership to PEAK, and build a powerful branch GLM – PEAK in Quebec City.”
“Our philosophy will stay the same, and our planners will continue to supply with service to our clients. We wish to offer the best securities and insurance products on the market with a financial planning approach,” Rioux added.
“The members of our new branch GLM-PEAK use a financial planning approach,” said Robert Frances, [resident and CEO of PEAK Financial Group. “GLM is one of the leaders in Quebec City and we are proud to support this great network via the partnership.”