PEAK Investment Services Inc. - Kelowna, British Columbia

PEAK Investment Services Inc. est une entreprise financière réputée située à Adresse: 1455 Ellis St #200, Kelowna, BC V1Y 2A3, Canada. qui offre des services de planification financière, de conseils financiers et d'investissement. Avec une équipe d'experts financiers compétents, cette institution financière est déterminée à aider les clients à atteindre leurs objectifs financiers en leur offrant des conseils personnalisés et une gestion de portefeuille sophistiquée.

Leur site web, Site web: kelownafinancialplanner.com, est une ressource précieuse pour ceux qui cherchent à en savoir plus sur les services offerts par PEAK Investment Services Inc. Leur numéro de téléphone, Téléphone: 2508606494, est également disponible pour ceux qui préfèrent discuter directement avec un représentant de l'entreprise.

Les spécialités de PEAK Investment Services Inc. comprennent la planification financière, les conseils financiers, la gestion de portefeuille et les investissements. L'entreprise est fière de fournir des services de haute qualité qui sont adaptés aux besoins uniques de chaque client. Leur engagement envers l'excellence est soutenu par leur note moyenne de 4,9/5 sur la base de 27 avis sur Google My Business.

L'entreprise est facilement accessible en fauteuil roulant, avec un parking et des toilettes adaptés à cet effet. Il est toutefois important de noter que des rendez-vous sont obligatoires pour rencontrer un conseiller financier.

PEAK Investment Services Inc. est une entreprise financière hautement recommandée pour ceux qui cherchent des conseils financiers personnalisés et une gestion de portefeuille sophistiquée. Leur engagement envers l'excellence, leur équipe d'experts financiers compétents et leur engagement envers l'accessibilité en font un choix idéal pour ceux qui cherchent à atteindre leurs objectifs financiers.

Si vous êtes à la recherche d'un planificateur financier, d'un conseiller financier ou d'une institution financière fiable, n'hésitez pas à contacter PEAK Investment Services Inc. via leur site web ou par téléphone. Leur équipe se fera un plaisir de vous aider à atteindre vos objectifs financiers et de vous fournir des conseils personnalisés pour réussir dans votre parcours financier.

Avis de PEAK Investment Services Inc.

Isabella Cervantes

5/5

The team at PEAK are phenomenal. From the moment you walk through the door, you feel welcome and comfortable. Shannon greets us each visit with a smile and friendly conversation. Our Advisor, Chad answers all our questions and really takes the time to educate us on our investment options. They are quick to reply, offer great advice, and go beyond expectations with their service. Highly recommend!

Sandra Markvicka

5/5

I have lost track of how many years we have used Peak for our investments - well over 15. They have invested wisely for us , and, as importantly, the customer service is amazing. We know all our Peak team members by name, and they know us immediately when we call. They are always there for us with questions or changes. Very appreciated in this digital age. We trust them completely.

Mahat Leclerc

5/5

Chad took the time to answer many questions and educate me on fees distribution and the financial world. He did so in addition to do more down to earth suggested changes to my investments. It is very well appreciated.

Laure Nielsen

5/5

Brett, Melissa & Shannon deserve more than the 5 starts allotted here! I'm so grateful I have this team in my corner. They always go above and beyond. I feel at ease knowing my financial life is looked after holistically, kept up to date & continually optimized as life throws curveballs at me. I'm always confident recommending the Peak team to my friends and family. No matter your financial situation or stage, they're kind, supportive, responsive & always have my best interests in mind. Everyone should be this comfortable and confident with their financial team!

Debbie Poloik

5/5

Brett Slutker has been our financial advisor for the past 30 years and has always done a fantastic job for us. Very well knowledged on current market and all aspects of our financial portfolio!

Brenda Sbrozzi

5/5

I’ve worked with Brett, Melissa and the Kelowna Peak Team for over 15 years. They’re fabulous to work with, always provide excellent advice and the consistency of their investment strategy gives me confidence and trust. I gave them a 5 star rating because they deserve every one of them!

BP Kleckers

5/5

Peak Investment Services Inc is a great team to work with. Knowledgeable, professional yet personal. The best move we ever did was seeking their financial advice. We highly recommend trusting them and let them do their job. Even when the market makes one nervous, their expertise will guide you safely through it. We’re continuing our financial journey with them!

Len Strzelec

5/5

My wife and I have been with Peak since 1998 and will continue to support and advocate for the people that work at the Kelowna Peak office, I retired 10 years ago at 55 and Jim Carta then now Brett and his staff have always been there for us and have helped us in many ways to manage our wealth. Over the 25 years we have never lost at any point our principal investments and after ten years of retirement our portfolio continues to deliver solid returns. The staff are always there to help and I would strongly encourage anyone who is looking for a financial advisor to call Peak and make an appointment. Thank you Brett, Nancy, Melissa and Shannon .