The Peak List

This directory is a resource for general information regarding advisors. The Peak does not endorse or recommend any advisor listed. For further details, please consult the FAQs and Disclaimer.

Find a financial advisor who actually fits

The Peak List helps Canadian professionals get matched with up to three verified Canadian advisors who can help them in their financial journey.

What do you want help with?

Investment managementBuild and manage a portfolioRetirement planningWhen can I stop, and how much do I need?Tax planningKeep more of what you earnBusiness ownersCorporate structure, paying yourself, sellingStock options & equityRSUs, options, startup sharesEstate & legacyWills, trusts, passing wealth on

Something else? Start the 2-minute quiz →

How it works

  1. 1

    Answer a few questions

    Tell us your goals, situation, and how much you have to invest. It takes 2 minutes and your answers stay anonymous.

  2. 2

    See up to three matches

    Verified advisors who fit your situation with why each of them made it onto your list.

  3. 3

    Meet the ones you pick

    We share with you the advisors who best match your needs, and you can reach out to them to start a conversation.

Questions?

Is it really free?

Yes. It’s free for readers and advisors don’t pay us for introductions. We’re just a matching service to help the Peak community discover the best financial advisor for them.

How do you check advisors?

Before anyone is added, we confirm that the advisor has an active registration on the CSA National Registration Search and review their CIRO AdvisorReport for disciplinary history.

Can I choose my advisor?

Of course. You’ll be presented three options for you to choose between.

Will my advisor be local?

Yes. We’ll match you with advisors close to you.

How is my information used?

All your data is anonymous. We match you with an advisor and you take it from there.

Who is behind this?

The Peak — Canada’s most read business publication, trusted by over 150,000 business leaders. The Peak List is an introduction service. We’re not a financial advisor.

Get matched with an advisor