Firm did not incur any financial risk as a result of short-term capital deficiency
AFS advisors to gain access to Peak’s back, front office services
Roy hired to grow market for advisor services
PEAK Financial Group has appointed Caron Czorny as executive vp and COO of PEAK Insurance Services Inc.As a senior financial services executive, Czorny has experience in underwriting, product research, sales management, and the development and execution of effective marketing strategies on a national basis. She is also fluent in English and French.Previously, Czorny was senior […]
Most firms becoming more co-operative when planners decide it’s time to part company; IG still blocks client transfers
Independent advisor firm has coast-to-coast presence
GLM transfers dealer operations
Targets planners seeking to acquire another planner's business