Taking over the daily operations of Peak Financial Group from Robert Frances represents an opportunity for the experienced Doré
Doré will lead the firm’s management team and oversee its operations as chairman and CEO Robert Frances focuses on the firm’s expansion
Boutique MGA serves 40 advisors catering to HNW markets in Quebec, Ontario and Nova Scotia
Firm enhances its offering with the addition of portfolio managers
MGA’s partnership model is “like a joint venture,” CEO says
Vancouver MGA Customplan Financial Advisors joins Peak Financial Group
Former AMF inspection officer will strengthen support for advisors, firm says
The acquisition adds $1.5 billion in assets under administration and about 300 advisors and support staff to Peak’s growing team
Network of 400 fund reps to join firm
Assets an excellent fit with existing business, Frances says