I am Investment Advisor fully licensed to sell securities in Ontario and British Columbia.
The following is a brief list of the main types of investment products and savings vehicles that I am able to provide.
Guaranteed Investment Certificates (GICs)
Stocks, closed-end funds, and exchange traded funds
Bonds and fixed income securities
Savings Vehicles approved by Federal Government of Canada
Retirement Savings Plans and Retirement Income Funds (RSP and RIF)
Locked-in Retirement Accounts and Life Income Funds (LIRA and LIF)
Education Savings Plans (RESP)
Disability Savings Plans (RDSP)
Tax-Free Savings Account (TFSA)
Individual Pension Plans (IPP)
My compensation for investment advice and service can be either commission based or fee-based. The latter is based on a percentage of the investment account value.
For information PEAK Securities Inc. and my wealth management practice please see the following:
Please note: Ms. Marie Richardson, offers financial planning and insurance services as an independent representative, under Richardson Financial Consulting and these services are offered independently of PEAK Securities.
PEAK Securities inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, 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. You may access PEAK Securities Inc. privacy statement at