Excellence Club, PEAK Financial Group, since 1996
PEAK Investment Group
The Excellence club is an elite circle made up of 10% of PEAK Advisors who have distinguished themselves by the quality of their work with clients. Upon invitation by PEAK management, members are inducted and gather periodically to discuss various subjects regarding financial planning for clients.
I have continuously been an Excellence Club member since 1996.
Quebec Interprofessional Council’s Merit Award
CIQ – QAAQ
June 2014
Volonteer of the year
Jean de la Mennais College Music Department
April 2013
Member of the President’s Council since 2008
PEAK Financial Group
January 2008
Excellence Award finalist
Chambre de la Sécurité Financière
October 2010
Emeritus Member Award
Jean de la Mennais College Music Department
June 2015
Invited speaker, CI Leadership 2015
September 2015
I was invited to Dallas for a round table discussion with three colleagues to present to our pears how we work with the CCRM2, and about advisory services using management fees rather than commissions.
Keynote speaker, 2008 Insurance and Investment Convention
November 2008
I was asked to speak before my pears (about 400 people) about the elements that make my practice successful. It was based on three points; integrity and ethics, attentiveness to the client, and goal management for both my clients and myself.