Who We Are
PEAK Financial Group caters to Financial Advisors wishing to build their brand, within their market place in the areas of wealth management, mutual funds, securities, insurance and financial planning. We can say with confidence that we are the only Canadian company offering Independent Advisors the unique combination of full access to financial products, industry-leading technology and extensive services, all delivered in an environment free from any in-house products, sales quotas and sales contests.
Ray has been in the financial services industry since 1979. His understanding of client’s desire to have a safe and secure future enables him to provide Investment and insurance advice to meet their objectives.
Professionally, Ray is a member of Advocis, the Financial Planning Standards Council, the Independent Financial Brokers, and the Registered Deposit Brokers Association.
In his spare time, Ray volunteers with various organizations and committees including the Stratford Lions Club and the Ontario Pork Congress. He enjoys spending time with his family, as well as golfing and fishing with friends.
Steve has been helping clients achieve their goals since 2007. Listening and communicating with clients are vital areas to making this a success. Steve is a graduate of Fanshawe College in Financial Services and Business Accounting.
Outside of the office he enjoys many activities including baseball, bowling and golf.
Stephanie is a Licensed Assistant who has been a member of our team since 2014. She is responsible for the day-to-day office operations and administrative tasks. Her attention to detail, organizational strategies, and dedication to client service have been key factors in our continued success.
When she is not at the office, Stephanie enjoys working on her family’s farm, reading, and spending time with her family and friends.