PEAK Investment Services Inc. - Kelowna, British Columbia

Nick R. (. W. C.

Brett and Melissa make an exceptional team that deliver a very strong wealth planning experience and I'm very fortunate to have been introduced to them.

They take the time to really understand what matters to you, your family, and your business and then build a roadmap tailored to what you're after. There's no stuffy investment pitches, no unnecessary fluff, just trustworthy results.

I recommended Brett and his team to anyone looking for a refreshing and personal approach to wealth planning that delivers trusted results!

J R.

I’ve been investing with PEAK for a few years now. Chad and Melissa are both super friendly, knowledgeable, and easy to get ahold of. They explain things clearly and make sure I understand my options. I feel confident with them handling my investments. Highly recommend.

Michelle S.

My family couldn’t be more pleased with the exceptional service and investment support from Brett and Peak staff members Melissa & Shannon. The investment guidance provided affirmed our monetary goals were heard at risk levels we were comfortable with. Brett is trustworthy and straightforward which is so appreciated. Thank you for helping us take steps to realize our future goals!

Brett C.

We have had a great experience with the team at Peak.
They helped us turn very modest RESP investments into a very nice education fund for our children.
Great crew to work with as well!

Adam M.

Chad, Melissa, Shannon and the group at Peak are incredibly talented when it comes to investments. I have been working with the group for a handful of years now and they have not only earned my trust but exceeding my expectations. They are truly interested in the highest client satisfaction and will help direct you so your future is bright, financially speaking. If you, or someone you know is looking for a great team of advisors Peak is the way to go.

RESTORE M. T. C.

I've been working with Brett at Peak Financial for 20 years, and I couldn't be more satisfied with their services. They handle all our investments, insurance policies, and our kids' savings with exceptional care and expertise. The office is beautifully decorated, creating a welcoming and professional atmosphere.

Bret, Melissa, and the entire team are truly exceptional. Every interaction with them is a pleasure, and I feel incredibly grateful to have such a dedicated and talented team managing our financial needs. I highly recommend Peak Financial to anyone looking for top-notch financial advisory services in Kelowna.

Luke Cockwell

Nedeen B.

I've been trusting PEAK Investment Services and their phenomenal team for well over 15 years. Their approach to financial stability through investing is cutting edge. They truly understand everyone's unique situation and offer a multitude of solutions for financial success.

Kayla C.

Peak investment group has been nothing but amazing in helping me and my whole family grow our money. Every time I call I’m greeted by either Nancy or Shannon and we always have a chat about our day or any exciting news. When we finally get down to business anything I need is taken care of immediately. Any meeting I’ve had with Brett has also been very pleasant and informative. I would highly recommend investing with Peak, you’ll be treated like family and be given great financial advice!