Kelowna · Independent wealth advice
Your money, looked after by people who actually know you.
“Personal finance is more personal than finance.”™
Peak Investments is an independent wealth firm in Kelowna. A close team of planners and advisors who put your life ahead of any product. No call centre, no sales quotas. Just real people who get to know you, and stay with you for the long haul.
Book a callWe get it
You're not really worried about the market. You're worried about whether you'll be okay.
Retiring without the quiet fear of running out. Selling the business you spent decades building. Helping the kids without hurting yourself. Knowing, really knowing, that someone is actually watching it all for you. These are the questions that keep you up. They're the ones we start with.
Our team
Meet the people you'll actually talk to.
No call centre, no rotating account reps. Just a small, familiar team in Kelowna who get to know you and stay.
Founder
Brett Slutker
CFP® · CPCA® · CCS™
Founder & Financial Planner
Husband and father first (to his wife Claudia and daughters Ashlen and Addison), and happiest outdoors with his family. Brett set out for a hockey career, then realized what he really wanted was to help people make their money, and spend it, well.
Twenty-plus years later, he's still doing exactly that. A standing member of FP Canada and the Insurance Council of BC, he built Peak so good advice could answer to clients, and nothing else.
Brad Wendt
BBA
Financial Advisor
Believes in working with people and building lasting relationships. He looks at your whole picture and the tax-smart, long-term plan, with the same patient eye for detail he brings to the classic cars he restores.
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Amanda Wendt
MSc · BSc · BEd
Business Development
A science-and-education background makes her the analytical, teaching-minded one on the team. She makes sure every recommendation actually makes sense to you.
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Melissa Turner
Client Relations & Office Manager
Vernon-raised and now in Kelowna with her husband Dan. Brett's teammate since 2000, she's usually the first friendly voice you'll reach.
Email MelissaClaudia Slutker
Communications & Events
Kelowna-born, she keeps clients connected and the community close, family first, always.
Get in touchOne roof for all of life's needs
Grow it. Protect it. Enjoy it.
Most people keep one person for their investments and another for their insurance, and the two never talk. At Peak you get one independent team for the whole picture, so every piece actually works together.
Grow your wealth
Investments and planning built around your goals, not a product shelf.
- RRSPs, TFSAs & RESPs
- Investment portfolios
- Retirement & income planning
Protect what matters
The right coverage so one bad day never undoes years of good planning.
- Life insurance
- Critical illness
- Disability & income protection
Enjoy what you've built
A plan to actually live the life you saved for, and pass it on well.
- Retirement income
- Tax-smart withdrawals
- Estate & legacy
Investments through PEAK Investment Services Inc. Insurance through Wealthlink Financial Services.
Why Peak · Over 20 years of trust
Transitions, not transactions.
Trust is the foundation of every relationship, and we've been earning it for over twenty years. We're built around the moments that actually shape your life, not the next sale.
Fiercely independent and client-centric: no in-house products, no sales quotas, zero conflicts of interest. When you call Peak, you reach the same people who know your story, every time.
Client stories
In our clients' words.
They explained things in a way I finally understood. For the first time, I'm not anxious about retirement. I feel ready.
When we sold the business, Brad and Amanda walked us through every option without rushing. It felt like family looking out for us.
I always reach the same two people who actually know my situation. No call centre, no scripts. Just real, honest advice.
Quotes above are placeholders: replace with real, compliance-approved client testimonials before launch.
Let's start with a conversation.
Coffee, a call, or a video chat. Whatever's easiest for you. No pressure, no obligation. Just a chance to see if we're the right fit.
Request a call
Prefer to reach out directly? Call 250-860-6494 (toll-free 1-800-794-5032) or email hello@peakinvestments.ca