PEAK celebrates awards for innovation and advisor support at the 10th Wealth Professional Awards
At the 10th Annual Wealth Professional Awards, Wealth Professional recognised PEAK Financial Group as an Excellence Awardee for Employer of Choice and the recipient of the Tres Capital Award for Multi Office Advisor Network or Brokerage of the Year.
This achievement highlights PEAK’s commitment to fostering a strong company culture and supporting independent advisors across Canada.
Robert Frances, president and CEO of PEAK Financial Group, credited the company’s success to its adherence to core values that have guided it for over three decades.
“Our vision is a better world through the way people use money and the way advisors work. We’ve been loyal to that vision for 32 years, and I think that’s why these awards confirm we’re on the right track,” Frances stated.
He also emphasised the company’s focus on creating a distraction-free environment for advisors. “Advisors know our only focus is to help them be the best for their clients,” he explained.
Robert Ruffolo, vice-president of Business Development, highlighted the company’s infrastructure, which prioritises advisor independence and operational efficiency.
“We’ve built a stable business model that allows advisors to work without the pressure of imposed targets or proprietary products. This independence means advisors can choose the best solutions for their clients,” Ruffolo noted.
He also detailed PEAK’s investment in technology, which reduces administrative work for advisors by up to 200 hours annually, enabling them to dedicate more time to clients.
Frances stated that the company’s growth is rooted in its commitment to meeting advisors’ needs. “Growth is a consequence, not the goal. We stay close to our advisors, listening to what they need, and that’s what drives our long-term success,” he said.
For further insights, the full interview with Robert Frances and Robert Ruffolo is available on WPTV.
