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PEAK Process Products & Services, an independent financial services provider, is dedicated to upholding the principles of independence, innovation, and integrity. With over 150,000 clients and $15 Billion in assets under administration, PEAK has established itself as a leader among independent full-service dealers in Canada. Our commitment to placing our clients' needs first has earned the trust of over 1,500 independent financial advisors across the country.
Regan Hiebert, a Financial Advisor based in Western Canada, brings his expertise and commitment to supporting his clients' financial goals and well-being. Regan holds the Life and Accident and Sickness Insurance License for the Province of British Columbia and is experienced in dealing with Canadian mutual funds and insurance products.
Our Mission: Independence and Ethical Practices
At PEAK and Regan Hiebert's office, we take pride in our independence and do not hold or market any in-house products, maintaining our objectivity. PEAK's commitment to investor protection means we are subject to annual audits by regulatory bodies, including the Mutual Fund Dealers Association (MFDA), ensuring our practices align with the highest ethical standards in the industry.
PEAK Services: Support for Independent Financial Advisors
PEAK supports a network of Independent Financial Advisors with a wide range of products and services. Mutual Funds are offered through PEAK Investment Services Inc., while all other products and services are available through PEAK Insurance Services Inc. With our extensive experience in processing over 750,000 transactions yearly, we are committed to providing the necessary support for client transactions, ensuring consistency, and reliability.
Regan Hiebert's Approach: Collaborative Financial Advising
Regan Hiebert's financial advising process is built on a foundation of collaboration and continued learning. His expertise includes the completion of the Canadian Investment Funds Course Certificate and ongoing Continuing Education Credits earned annually.
Regan's dedication to understanding each client's unique situation begins with insightful conversations. He believes in listening to clients' stories, goals, and life experiences to create tailored solutions to their financial needs.
Hobbies and Family Life
Beyond his professional life, Regan Hiebert is a family man with a passion for sports and music. Born in Abbotsford, BC, he grew up immersed in sports and pursued education in Halifax, NS, and Waterloo, ON, before returning to the West Coast. He is devoted to his wife, Jen, and their three children, who share a love for travel and various sports activities.
Investor Protection and Regulatory Compliance
PEAK and Regan Hiebert's long-standing commitment to acting with integrity is reflected in our dedication to protecting our clients and adhering to strict regulatory guidelines. The MFDA Investor Protection Corporation covers clients under the jurisdiction of PEAK Investment Services Inc., ensuring that their investments are safeguarded in the event of the firm's insolvency.
Professionalism and Knowledge
The reviewers, Michael Atkinson and Derek Burbidge, have had exceptional experiences with Regan, attributing their success to his professionalism, responsiveness, and knowledge. Both clients found Regan to be highly knowledgeable in personal finances, life insurance policies, and financial goal setting.
Expert Guidance
Regan provided expert guidance to Michael Atkinson and his wife, helping them navigate their financial goals and pick a suitable life insurance policy. Similarly, Derek Burbidge relied on Regan for financial advice throughout significant life milestones, including marriage, having children, starting a business, and house hunting.
Recommendation
Both reviewers highly recommend Regan to anyone seeking professional help with personal finances, owing to his exceptional expertise, professionalism, and responsiveness.
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