Our dealer for all securities and investment business is Peak Securities Inc.

Our master general agency for our insurance business is Customplan Financial Advisors Inc.

These firms were chosen because each allows its advisors complete independence, while offering exceptional support and expertise. Neither corporation has any products of its own, and because of this, there is no corporate agenda placed on advisors. This means we are free to focus entirely on what is best for our clients, without any bias or pressure. It also means we can offer our clients investment and insurance products from almost all companies in Canada.

We endeavour, where necessary, to work with industry professionals, those you already use and trust and, where appropriate, to introduce you to accountants, mortgage brokers, and tax specialists whom we know and trust.