Our investment services
We offer personalized investment solutions based on your investor profile, risk tolerance, and long-term goals.
Several ways to help your money grow.
Regardless of your risk tolerance or investment horizon, we offer one or more portfolios designed to help you reach your goals.
Mutual funds
A wide range of mutual funds for optimal diversification.
Government tax-sheltered vehicles
We guide you through the full range of tax-sheltered vehicles offered by government programs (retirement, education, disability, first-home purchase, and more).
Allocation based on your profile
Each profile reflects a different balance between equities and fixed income, tailored to your risk tolerance.
The advisors under Centre Financier Carrefour are independent representatives affiliated with PEAK Investment Services Inc. Although the advisors provide personalized financial advice, all investment product recommendations are made and processed through PEAK Investment Services Inc., in accordance with regulatory requirements.
PEAK Investment Services Inc. is a mutual fund dealer registered with the Canadian Investment Regulatory Organization (CIRO). Its activities include the distribution and supervision of investment products such as mutual funds and ETFs. PEAK is responsible only for the investment products it distributes. Any other service, including financial planning and insurance, is provided by (advisor name) and does not engage the responsibility of PEAK Investment Services Inc.