Peak Investment Service

At our business, we believe that personal finance is more personal than finance. We understand that each of our clients has unique financial goals and aspirations, and we strive to create customized financial plans that help them grow, protect, and enjoy their wealth. We take great pride in the trusting relationships we have built with our clients over the past two decades, and we are committed to providing independent, client-centric advice with no in-house products or sales quotas. Our business is built around transitions, not transactions.

Why Choose Us?

Trust is the foundation of all relationships, and we work tirelessly to earn and keep your trust. We are passionate about what we do, and we are committed to providing absolute transparency and putting our clients' best interests first. We believe that personal finance is more about the person than the finance, and we strive to provide compassionate, accessible advice to help our clients achieve their financial goals. Our independent thinking and fiercely independent approach set us apart from the rest.

Our Team

Our team is comprised of experienced financial professionals who are dedicated to helping our clients build, protect, and enjoy their wealth. Our team includes:

• Brett Slutker: As a husband, father, and financial professional with over two decades of experience, Brett is passionate about helping individuals, families, and business owners make and spend their money. Brett is a standing member of the Financial Planners Standards Council of Canada and the Insurance Council of BC.

• Melissa Turner: As a Licensed Assistant with many years of office management experience, Melissa is the go-to for client inquiries and is committed to providing exceptional client service.

Our Services

We offer a range of financial planning services to help our clients grow, protect, and enjoy their wealth. Our services include:

• Financial Planning: We take a comprehensive approach to financial planning, providing customized advice and solutions to help our clients achieve their financial goals.

• Our Process: We follow a proven, step-by-step process to help our clients build a solid financial plan.

• Our Costs: We are committed to transparency and clarity when it comes to our costs, and we work with our clients to create customized fee structures that work for everyone.

• Planning Tools: We offer a range of planning tools, including RRSPs, TFSAs, RESPs, RDSPs, ETFs, GICs, Life, Critical Illness, and Disability insurance.

• Certified Cash Flow Specialist (CCS): We are proud to offer certified cash flow specialist services to help our clients manage their cash flow and achieve their financial goals.

Please feel free to contact us for more information or to schedule a personal appointment. We look forward to hearing from you and helping you on your financial journey!