Disclosures

[DRAFT: every line on this page must be confirmed with PEAK Financial Group compliance before launch.]

Who we are

Peak Investments is the trade name of the advisory practice of Brad Wendt and Amanda Wendt. Investment products and advice are offered through PEAK Investment Services Inc. Insurance products are offered through Wealthlink Financial Services. Securities-related business and insurance business are separate. This website is intended for residents of BC, AB, SK, ON, MB, and NB.

Registration

Brad Wendt is a registered advising/dealing representative through PEAK Investment Services Inc. [Confirm exact registration category, licences, and any professional designations; display marks only where currently held and dealer-permitted.]

You can verify the registration of any advisor in Canada through the Canadian Securities Administrators' National Registration Search at aretheyregistered.ca, and (where applicable) through CIRO's Advisor Report at ciro.ca.

No guarantees

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and other investments. Investments are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the relevant offering and disclosure documents before investing. Nothing on this website is a guarantee or projection of future returns.

General information only

The content on this website is general in nature and for information only. It is not individualized investment, tax, legal, or insurance advice, and should not be relied on as such. Personalized advice is provided only through a direct advisory relationship after a suitability review.

Client comments

Any client comments shown on this site are used with permission and reviewed for compliance. They reflect the experience of individual clients and are not a guarantee of future results or a representation that all clients will have the same experience.

Contact

Questions about these disclosures? Email hello@peakinvestments.ca or call 250-860-6494.