A new technology solution is set to help mutual fund advisors offer clients access to ETFs.
PEAK Investment Services, the mutual fund dealer of PEAK Financial Group, has just announced a new in-house solution that enables mutual fund advisors to place ETF trades directly through PEAK Investment Services. With its technology and operations expertise as well as 15 years of experience in securities, PEAK is one of the first dealers to provide mutual fund advisors with products typically offered to securities clients.
“We believe that providing advisors with an extensive offering of investment opportunities will contribute to create successful financial strategies for their clients,” said PEAK Financial Group Chairman and CEO Robert Frances. “It is crucial for advisors to be well equipped to better serve their clients and overcome the challenges of a changing and highly competitive industry.”
PEAK Financial Group was founded in 1992. Since then, it has become Canada’s premier independent full-service dealer, lending its expertise to a network of more than 1,500 independent financial advisors and registered professionals.
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