Trust is the foundation of all relationships. For over 20 years, we've taken great pride in the trusting relationships we have built with our clients. Personal finance is much more than just numbers and products. It takes independence, knowledge, clarity, compassion and accessibility to become someone's trusted advisor - a goal we strive to achieve every day.
Our business is built around transitions, not transactions. Our thought process is fiercely independent while we do our work in a client-centric, independent environment with no in-house products or sales quotas - zero conflicts of interest. After all, Personal Finance is more about the person than it is about the finance!
Our business is built around transitions, not transactions. Our thought process is fiercely independent while we do our work in a client-centric, independent environment with no in-house products or sales quotas - zero conflicts of interest. After all, Personal Finance is more about the person than it is about the finance!
Services
With fiercely independent thinking, our passion for what we do drives us to do more than others. We provide absolute transparency, working tirelessly to earn your trust and keep it. We are committed to helping you have the best possible life with the money you have. Proactively we will help you anticipate and be financially prepared for all of life's challenges and opportunities.
It is essential that our clients have a roadmap of how they want their future to look - we can help you figure out where you want to go and how to get there. We'll deliver the resources and information you need in the planning stage and, by doing so, you'll be better equipped to participate in our process, the GPS Formula.
We believe Investors are best served when they 'Invest with Advice'. It's important that you know how we get paid, but why we get paid is even more important. Let's discuss your unique needs and goals to come up with a preference that is win-win for both of us. We can't say it any better than Mr. Warren Buffett, "Price is what you pay, value is what you get".
These calculators are provided for illustrative purposes and are supplied by a third party. Peak Investment Services Inc. makes no representation or warranty in respect of any calculators provided. Please refer to supplemental disclaimers provided with each calculator. Buying a home? Be informed and get the information and resources you need when making the largest purchase of your life.
As a Certified Cash Flow Specialist I am trained in a proprietary process which is designed to help you with your daily spending and long-term financial goals. As a CERTIFIED CASH FLOW SPECIALIST, I generate Behavioural Cash Flow Plans for my clients and I'm trained to provide Behavioural Cash Flow advice.
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