|By PR Newswire||
|January 11, 2013 09:30 AM EST||
MONTREAL, Jan. 11, 2013 /CNW Telbec/ - PEAK Financial Group is continuing to expand, strengthening its insurance of persons sector in Western Canada. One of the largest and most established MGAs in Western Canada, Customplan Financial Advisors Inc. joins forces with PEAK Insurance Services, PEAK's insurance dealer. Concluding this transaction during its 20th anniversary year, PEAK is expanding its well-established network of more than 1,300 independent financial Advisors and registered professionals in Canada and is diversifying its revenues in a geographic sector that offers considerable opportunities. Three years after acquiring Promutuel Capital and five years after purchasing AXA Financial Services, this continued expansion reflects PEAK's ambition to grow as one of the largest fully independent financial groups throughout the entire country.
This transaction will allow PEAK Insurance Services and Customplan Financial Advisors to significantly strengthen their positions in the MGA market, particularly in Western Canada. Having already acquired Greater Montreal Financial Services in 2002, PEAK Insurance Services is a leading national insurance of persons distributor, providing access to more than 20 insurance companies. Customplan Advisors will double the size of PEAK's insurance dealer, created almost 15 years ago. With five local offices in British Columbia, Alberta and Saskatchewan, PEAK will strengthen its Advisor support, network facilitation and business development services in a major way.
"After our five-year strategic alliance, we are delighted that Customplan Financial Advisors have joined us. This transaction is undeniable proof of our growth in the insurance sector and our favourable positioning," said Robert Frances, President and CEO of PEAK Financial Group. "We are proud to further deepen our relationship with the professionals and industry leading people at Customplan," he added.
"We are proud of our alliance with PEAK. PEAK's vision, commitment and values are literally identical to our own and will allow Customplan Advisors to enhance their activities in mutual funds and securities in a climate where their independence will be fully respected," said Karl Krokosinski, President and CEO of Customplan Financial Advisors.
About PEAK Financial Group
Founded in 1992, PEAK Financial Group, Canada's premier independent full service dealer, has an unrivalled reputation in the ﬁnancial services industry and provides its expertise to a network of over 1,000 independent ﬁnancial Advisors and registered professionals, well established in wealth management, mutual funds, securities, insurance and ﬁnancial planning.
PEAK Financial Group has over $ 6 billion in assets under administration and an enviable life insurance portfolio. PEAK Financial Group is comprised of 4 member companies: PEAK Investment Services Inc., PEAK Financial Services Inc., PEAK Securities Inc. and PEAK Insurance Services Inc.
Thanks to the shared values of integrity, independence, and innovation within PEAK Financial Group, PEAK and its network of independent ﬁnancial Advisors have earned the trust of over 135,000 investors, from coast to coast.
About Customplan Financial Advisors
Founded in 1978, Customplan Financial Advisors has a network of over 300 Advisors in British Colombia, Alberta, Saskatchewan, Ontario and Newfoundland. Fully independent, Customplan is one of the largest and most established MGAs in insurance, investments and ﬁnancial planning in Western Canada.
Business in Vancouver Magazine lists Customplan as largest Independent ﬁnancial planning ﬁrm in the Greater Vancouver Regional District.
SOURCE PEAK Financial Group
Everyone knows that truly innovative companies learn as they go along, pushing boundaries in response to market changes and demands. What's more of a mystery is how to balance innovation on a fresh platform built from scratch with the legacy tech stack, product suite and customers that continue to serve as the business' foundation. In his General Session at 19th Cloud Expo, Michael Chambliss, Head of Engineering at ReadyTalk, discussed why and how ReadyTalk diverted from healthy revenue and mor...
Dec. 10, 2016 07:30 PM EST Reads: 1,784
Whether your IoT service is connecting cars, homes, appliances, wearable, cameras or other devices, one question hangs in the balance – how do you actually make money from this service? The ability to turn your IoT service into profit requires the ability to create a monetization strategy that is flexible, scalable and working for you in real-time. It must be a transparent, smoothly implemented strategy that all stakeholders – from customers to the board – will be able to understand and comprehe...
Dec. 10, 2016 07:00 PM EST Reads: 4,121
What happens when the different parts of a vehicle become smarter than the vehicle itself? As we move toward the era of smart everything, hundreds of entities in a vehicle that communicate with each other, the vehicle and external systems create a need for identity orchestration so that all entities work as a conglomerate. Much like an orchestra without a conductor, without the ability to secure, control, and connect the link between a vehicle’s head unit, devices, and systems and to manage the ...
Dec. 10, 2016 06:45 PM EST Reads: 1,074
SYS-CON Events has announced today that Roger Strukhoff has been named conference chair of Cloud Expo and @ThingsExpo 2017 New York. The 20th Cloud Expo and 7th @ThingsExpo will take place on June 6-8, 2017, at the Javits Center in New York City, NY. "The Internet of Things brings trillions of dollars of opportunity to developers and enterprise IT, no matter how you measure it," stated Roger Strukhoff. "More importantly, it leverages the power of devices and the Internet to enable us all to im...
Dec. 10, 2016 06:30 PM EST Reads: 998
You have great SaaS business app ideas. You want to turn your idea quickly into a functional and engaging proof of concept. You need to be able to modify it to meet customers' needs, and you need to deliver a complete and secure SaaS application. How could you achieve all the above and yet avoid unforeseen IT requirements that add unnecessary cost and complexity? You also want your app to be responsive in any device at any time. In his session at 19th Cloud Expo, Mark Allen, General Manager of...
Dec. 10, 2016 06:30 PM EST Reads: 1,939
The Internet of Things (IoT) promises to simplify and streamline our lives by automating routine tasks that distract us from our goals. This promise is based on the ubiquitous deployment of smart, connected devices that link everything from industrial control systems to automobiles to refrigerators. Unfortunately, comparatively few of the devices currently deployed have been developed with an eye toward security, and as the DDoS attacks of late October 2016 have demonstrated, this oversight can ...
Dec. 10, 2016 06:30 PM EST Reads: 1,517
More and more brands have jumped on the IoT bandwagon. We have an excess of wearables – activity trackers, smartwatches, smart glasses and sneakers, and more that track seemingly endless datapoints. However, most consumers have no idea what “IoT” means. Creating more wearables that track data shouldn't be the aim of brands; delivering meaningful, tangible relevance to their users should be. We're in a period in which the IoT pendulum is still swinging. Initially, it swung toward "smart for smar...
Dec. 10, 2016 06:15 PM EST Reads: 1,047
"ReadyTalk is an audio and web video conferencing provider. We've really come to embrace WebRTC as the platform for our future of technology," explained Dan Cunningham, CTO of ReadyTalk, in this SYS-CON.tv interview at WebRTC Summit at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
Dec. 10, 2016 05:30 PM EST Reads: 974
Financial Technology has become a topic of intense interest throughout the cloud developer and enterprise IT communities. Accordingly, attendees at the upcoming 20th Cloud Expo at the Javits Center in New York, June 6-8, 2017, will find fresh new content in a new track called FinTech.
Dec. 10, 2016 05:15 PM EST Reads: 2,355
Bert Loomis was a visionary. This general session will highlight how Bert Loomis and people like him inspire us to build great things with small inventions. In their general session at 19th Cloud Expo, Harold Hannon, Architect at IBM Bluemix, and Michael O'Neill, Strategic Business Development at Nvidia, discussed the accelerating pace of AI development and how IBM Cloud and NVIDIA are partnering to bring AI capabilities to "every day," on-demand. They also reviewed two "free infrastructure" pr...
Dec. 10, 2016 05:15 PM EST Reads: 1,393
Without lifecycle traceability and visibility across the tool chain, stakeholders from Planning-to-Ops have limited insight and answers to who, what, when, why and how across the DevOps lifecycle. This impacts the ability to deliver high quality software at the needed velocity to drive positive business outcomes. In his general session at @DevOpsSummit at 19th Cloud Expo, Phil Hombledal, Solution Architect at CollabNet, discussed how customers are able to achieve a level of transparency that e...
Dec. 10, 2016 04:30 PM EST Reads: 1,347
WebRTC is the future of browser-to-browser communications, and continues to make inroads into the traditional, difficult, plug-in web communications world. The 6th WebRTC Summit continues our tradition of delivering the latest and greatest presentations within the world of WebRTC. Topics include voice calling, video chat, P2P file sharing, and use cases that have already leveraged the power and convenience of WebRTC.
Dec. 10, 2016 04:30 PM EST Reads: 1,812
As data explodes in quantity, importance and from new sources, the need for managing and protecting data residing across physical, virtual, and cloud environments grow with it. Managing data includes protecting it, indexing and classifying it for true, long-term management, compliance and E-Discovery. Commvault can ensure this with a single pane of glass solution – whether in a private cloud, a Service Provider delivered public cloud or a hybrid cloud environment – across the heterogeneous enter...
Dec. 10, 2016 04:30 PM EST Reads: 1,903
Cloud Expo, Inc. has announced today that Andi Mann returns to 'DevOps at Cloud Expo 2017' as Conference Chair The @DevOpsSummit at Cloud Expo will take place on June 6-8, 2017, at the Javits Center in New York City, NY. "DevOps is set to be one of the most profound disruptions to hit IT in decades," said Andi Mann. "It is a natural extension of cloud computing, and I have seen both firsthand and in independent research the fantastic results DevOps delivers. So I am excited to help the great t...
Dec. 10, 2016 03:45 PM EST Reads: 903
Rapid innovation, changing business landscapes, and new IT demands force businesses to make changes quickly. In the eyes of many, containers are at the brink of becoming a pervasive technology in enterprise IT to accelerate application delivery. In this presentation, attendees learned about the: The transformation of IT to a DevOps, microservices, and container-based architecture What are containers and how DevOps practices can operate in a container-based environment A demonstration of how ...
Dec. 10, 2016 03:45 PM EST Reads: 1,317