Company: Peak Financial Group

28 results found

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

  • By: IE Staff
  • February 18, 2015 February 18, 2015
  • 16:00

Firm enhances its offering with the addition of portfolio managers

  • By: IE Staff
  • July 2, 2013 December 14, 2017
  • 09:25

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

  • By: IE Staff
  • May 5, 2010 October 11, 2019
  • 10:16

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

  • By: IE Staff
  • October 24, 2007 October 24, 2007
  • 14:15