Wealth Management
In a Collaborative effort, we treat wealth management, estate, tax advice, and financial planning as a single process for all clients, aiming to accomplish results today and for future generations.
We work alongside our clients to implement the right plan, whether they engage our wealth management services or use our planning services.
We work to develop a target model that includes all your assets, not just those managed by Portfolio Manager, SJ Smith CFP, CIM.
We use periodic monitoring to maintain your plan.
All investments are offered through Peak Securities Inc.
Insurance Advisory
Planning for more than just retirement or your wealth.
As you navigate your career and life milestones, we’ll assess your insurance needs and build a safety net that protects you from the unexpected, so you can confidently move forward.
PEAK Securities Inc., a registered Canadian Investment Regulatory Organization and Investment Dealer, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund.
