PEAK Investment Services Inc. is a mutual fund dealer that provides a range of financial services, including investment products such as mutual funds and exchange-traded funds. With over 1,500 Independent Advisors and over 150,000 clients across Canada, PEAK offers a full range of services to help individuals and families achieve their financial goals. From investment planning to insurance and banking solutions, PEAK's experienced advisors provide personalized support to help clients make informed financial decisions. As a leading independent full-service dealer, PEAK is committed to creating an environment that supports compliant, ethical, and integrity-based financial services practices.
Both reviewers highly recommend Regan due to his exceptional professionalism, responsiveness, and knowledge, citing his ability to navigate financial goals and provide expert guidance.