In order to give you the best chances of success in your financial planning, a professional team must be available at all times. A few members of the administrative support team at PEAK work without you even realising it. As for the others, it might be interesting for you to see the people in our office who work to serve you.
Éric F. Gosselin Financial Advisor | Simon Dao Financial Advisor | Marie-Josée Grégoire Office Manager, Administrative Assistant |
Dominique Audet Administrative Assistant | Rachel Desfossés Administrative Assistant |
Simon Dao – Management Associate
Financial Advisor, Mutual Fund Representative and Professional Banker, he has been working within the financial industry since 1977. He handles financial analysis, prepares recommendations, advises clients and assists at all levels.
Marie-Josée Grégoire – Office Manager – Administrative Assistant
Marie-Josée has worked for the Royal Bank for 5 years. She is very methodical and is responsible for office management, transaction execution, file integrity and monitoring, calendar management and customer service.
Dominique Audet – Administrative Assistant
Dominique has worked for various financial institutions since 1976. A very organized employee, she is responsible for transaction accuracy, file integrity and monitoring, calendar management and customer service.
Rachel Desfossés – Administrative Assistant
Rachel has always worked with a demanding clientele expecting the highest level of quality. Detail-oriented and conscientious about her work, she is responsible for calendar management, transaction accuracy, file monitoring and customer service.
[Back to top]