FEATURED EXCELLENCE AWARDEE
PEAK Financial Group
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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EXCELLENCE AWARDEE: The Trez Capital Award for Dealer of the Year
www.peakgroup.com
www.linkedin.com/company/ peakfinancialgroup
vpouliot@peakgroup.com
514-518-0388
2000, Mansfield Street, 18th Floor Montréal (Québec) H3A 3A6
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EXCELLENCE AWARDEE: The Trez Capital Award for Dealer of the Year
PEAK Financial Group
https://www.facebook.com/nourprivatewealth/
@nour_private_wealth
@transalta
PEAK Financial Group: independence you can build on
In a financial industry shaped by consolidation and institutional influence, PEAK Financial Group offers something different – true independence. With over C$16 billion in assets under administration and a network of more than 1,500 professionals, PEAK is Canada’s largest fully independent dealer. But numbers aside, what defines PEAK is its enduring belief that advisors do their best work when they’re free to put their clients first.
Founded more than 33 years ago, PEAK was built for advisors who want to own their business, make their own decisions, and grow without pressure from proprietary products or sales targets. That’s never changed. Today, PEAK continues to provide the infrastructure, support, and freedom advisors need to build practices that reflect their values and deliver real value to their clients.
At PEAK, independence isn’t just a feature – it’s our foundation.
We empower advisors to build and grow their businesses on their own terms, free from influence. Whether it’s choosing their product shelf, crafting client strategies, or managing their operations, the control stays where it belongs: with the advisor.
That autonomy is reinforced by a flexible, advisor-informed technology suite – designed to simplify daily operations without imposing direction. Shaped by feedback from the field, our integrated tools support everything from onboarding and compliance to secure document exchange and performance reporting. The result? Seamless, scalable practice management that adapts to the way each advisor works.
At PEAK, compliance officers are committed partners in practice excellence. They collaborate with advisors to uphold regulatory standards through guidance, dialogue, and ongoing support –fostering a culture of trust, not enforcement.
To help advisors make the most of our tools, PEAK offers ongoing support through initiatives like MyPEAK Konnect -a technology platform supported by interactive webinars designed to encourage adoption, gather feedback, and drive continuous improvement. Advisors don’t just use the platform – they actively contribute to its evolution.
PEAK stays closely connected to its advisor community through key events, webinars, and regular touchpoints throughout the year.
Just as important as the tools is the team behind them. PEAK maintains a flat, agile structure that gives advisors direct access to experts in compliance, operations, marketing, and business development. It’s a culture built on relationships.
That sense of purpose goes beyond business. In May 2025, PEAK launched Music is Medicine with a sold-out benefit concert headlined by Alan Parsons, raising over $600,000 to fund four brain cancer clinical trials at The Neuro. The initiative reflects PEAK’s deep, ongoing commitment to driving impact beyond the financial world.
For advisors looking for a dealer that respects their independence and equips them to lead with integrity, PEAK offers more than a home base. It offers clarity in a complex industry, tools that work the way they should, and a team that believes in the same things they do.
PEAK’s long-term vision is grounded in continuity, purpose, and independence. Remaining privately held is a deliberate strategic choice – one that enables the firm to invest in its people, platform, and advisor community without external pressure or compromise. With a strong leadership team, PEAK is well positioned for the future.
At PEAK, independence isn’t a buzzword – it’s the whole point. Ready to build your practice, your way? Let’s start the conversation with us today.
The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic.
Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace.
Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.
The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic.
Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace.
Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.
@mldwealthmanagementgroup5617
@blackfishfinance
Centurion manages a diverse portfolio of multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. This includes 160 properties: 134 multi-residential apartments, 16 student communities, and 10 medical offices, totaling 22,314 rental units.
Centurion aims to provide investors with alternative investment solutions focusing on capital protection, regular cash flow, risk-adjusted returns, low volatility, diversification, and tax efficiencies. They strive to be a leading, reputable multi-disciplinary asset manager, capitalizing on new investment opportunities, embracing change, and driving continual improvements. Their core values of respect, integrity, simplicity, and excellence drive their mission.
Investment/Financing Solutions:
REIT: The Centurion Apartment Real Estate Investment Trust (REIT) invests in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments across Canada and the United States. The REIT focuses on areas with historically low vacancy rates, growing population demographics, addressing the growing need for housing and supporting the development of communities.
CFiT: Centurion Financial Trust (CFiT) is an income and growth-oriented trust that invests in a diversified portfolio of debt investments, including mortgages, opportunistic real estate developments, and corporate debt.
Mortgage: Centurion Asset Management Inc. is also a licensed mortgage broker (#12372) acting primarily on behalf of Centurion Apartment REIT. The team specializes in construction and term financing for multi-residential apartments, student housing, condominiums, and other traditional forms of real estate. They provide first and second mortgages, subordinate mezzanine, participating debt, and equity financing. Additionally, they fund development, bridge, and acquisition opportunities.
Property Management: Centurion is a leading provider of quality multi-residential apartments and student communities in Canada and the United States. The goal has always been to provide residents and their families with clean, safe, and comfortable homes. The company enhances residents' living experiences by proactively attending to their needs and constantly seeking ways to elevate their rental experience.
Corporate Responsibility: Centurion is committed to corporate social responsibility (CSR) and sustainable investing. The firm integrates environmental, social, and governance (ESG) considerations into its investment processes, ensuring that its investments contribute positively to society and the environment. Centurion supports various community initiatives and philanthropic efforts, reflecting its dedication to making a meaningful impact beyond financial markets.
Leadership Team: The success of Centurion is driven by its experienced and visionary leadership team. The firm’s executives bring a wealth of knowledge and expertise from diverse backgrounds in finance, real estate, and investment management. Their collective experience and strategic insight guide the firm’s operations, driving growth and innovation.
Client-Centric Approach: At Centurion, clients are at the heart of everything they do. The firm prioritizes building long-term relationships based on trust, transparency, and mutual respect. By understanding clients’ unique needs and objectives, Centurion delivers tailored solutions that help clients navigate complex financial landscapes and achieve their goals.
Consistent Returns: Since inception, Centurion has offered investors positive annualized returns, making it a reliable choice for those seeking dependable investment opportunities.
Robert Frances
CEO and Chairman of PEAK Financial Group
Robert Frances – Founder, Chairman and CEO, PEAK Financial Group
Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.
Robert Frances
Founder, Chairman and CEO of PEAK Financial Group
Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.
Robert Frances
Founder, Chairman and CEO,
PEAK Financial Group
Rohit Mehta
President and CEO
Leadership
Rohit Mehta is President and Chief Executive Officer (CEO) of Global X Investments Canada Inc., a wholly owned subsidiary of Mirae Asset Global Investments Group, where he leads the overarching strategy and affairs of the firm. As one of Canada’s most trusted investment providers, Global X is committed to empowering Canadians to achieve their investment goals with the innovative ETF solutions needed for modern portfolios.
President and CEO
Rohit Mehta
Rohit Mehta
President and CEO
Leadership
Rohit Mehta is President and Chief Executive Officer (CEO) of Global X Investments Canada Inc., a wholly owned subsidiary of Mirae Asset Global Investments Group, where he leads the overarching strategy and affairs of the firm. As one of Canada’s most trusted investment providers, Global X is committed to empowering Canadians to achieve their investment goals with the innovative ETF solutions needed for modern portfolios.
President & CEO
Rohit Mehta
https://www.linkedin.com/company/ harvestetfs/
https://harvestportfolios.com/
cgrimont@harvestportfolios.com
416-649-4541
610 Chartwell Rd, Suite 204, Oakville, ON L6J 4A5