Monday, September 25, 2017

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Services

head_servicesINVESTMENTS

  • Guaranteed Investments
  • Mutual Funds
  • Segregated Funds

 

BANK ACCOUNTS

  • High Interest Savings and Chequing Accounts

 

PERSONAL INCOME TAX PREPARATION

 

INSURANCE

  • LIFE
  • Mortgage
  • Disability
  • Critical Illness
  • Long Term Care
  • Group
  • Travel

 

PLANNING

  • Tax
  • Estate
  • Financial
  • Retirement
  • Business Succession

 

Mutual funds are sold through PEAK Investment Services Inc.
Segregated funds, GIOs, GIAs & insurance are sold through PEAK Insurance Services Inc.