Groupe financier PEAK

Gestion privée PEAK provides personalized, independent wealth management for affluent investors in Quebec and Ontario. Created by PEAK Securities to offer fee-based discretionary portfolio management, it is part of the privately held PEAK Financial Group, a Canadian firm with more than 25 years of experience and no ties to a financial institution or product manufacturer. Its independence gives clients access to a broad range of approved Canadian investments, without in-house products or sales commissions for portfolio managers.

Portfolio manager Gino Gauthier and his team build strategies around each client’s circumstances and goals, with an emphasis on diversification, disciplined long-term investing, risk management and tax-aware decisions. Portfolio services include managing assets for income or growth, addressing volatility and sector concentration, and establishing individual pension plans for eligible business owners. Through related financial advisory practices, clients can also access financial planning, insurance advice, tax-reduction strategies, retirement and employee-benefit planning, succession planning, asset protection and estate planning.