PEAK Financial Group

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PEAK Financial Group Employees

Employee
Years
Job
Industry
Melissa Fortin Melissa Fortin Edmonton, Canada Area Details
Melissa Fortin's PEAK Financial Group Experience April 2011 - December 2013
Job Analyst
Industry Oil & Energy
Experience
Government of Alberta  August 2014 - Present
Government of Alberta  December 2013 - August 2014
PEAK Financial Group   April 2011 - December 2013
National Bank Financial  July 2006 - September 2010

Skills
Investments, Mutual Funds, Securities, Microsoft Office, Outlook, Trading, PowerPoint, Microsoft Excel, Financial Services, Financial Analysis, Loans, Accounting, Banking, Credit, Risk Management, Management, Team Leadership

Education
Concordia University   2005 — 2010
Commerce, Management, International Business

Dawson College   2002 — 2005
DEC, Accounting, Finance

Anthony Charest Anthony Charest Halifax, Canada Area Details
Anthony Charest's PEAK Financial Group Experience October 2010 - Present
Job FINANCIAL ADVISOR at PEAK FINANCIAL GROUP
Industry Financial Services
Experience
PEAK FINANCIAL GROUP   October 2010 - Present
Desjardins Financial Security  June 2009 - October 2010
Keybase Financial Group  December 2007 - June 2009
Acadian Seaplants  November 2002 - May 2007
Kinecor LP  May 2000 - November 2002
Canadian Bearings Ltd.  January 1990 - May 2000

Skills
Succession Planning, Wealth Management, Managerial Finance, Financial Planners, Estate Planning, Sales Management, Negotiation, Business Development, Team Building, Sales, Strategy, Investments, Strategic Financial..., Insurance, Team Leadership, P&L Management, Forecasting, Portfolio Management, Small Business, Entrepreneurship, Business Planning, Management, Pricing, Executive Management, Retirement Planning, Mutual Funds, Business Strategy, Marketing, Sales Operations, Project Planning, Analysis, International Sales, Finance, Market Research, Employee Benefits, Leadership, Critical Illness, Strategic Planning, Retirement, Disability Insurance, Budgets, Debt Consolidation, Long Term Care Insurance

Education
University of Leicester   2006 — 2011
Post Graduate Diploma - Business Administration, Finance

Carol Anne Mazerolle Carol Anne Mazerolle Montreal, Canada Area Details
Carol Anne Mazerolle's PEAK Financial Group Experience January 2007 - September 2012
Job Partner at MTI Services
Industry Financial Services
Experience
MTI Services   ClienteLa boîte a coiffer2013 - 2015
La boîte a coiffer   2013 - 2015
PEAK Financial Group   January 2007 - September 2012
Le réseau des sports (RDS)   October 1992 - August 2002
NetStar Communications Inc.   April 1998 - October 1998
Le réseau des sports (RDS)   April 1989 - October 1992
The Sports Network (TSN)   April 1984 - April 1989

Skills
Performance Management, Succession Planning, Organizational..., Employee Relations, Talent Management, Employee Benefits, Business Strategy, Change Management, Team Leadership, Strategy, Management Consulting, Strategic Planning, Start-ups, Coaching, Talent Acquisition, Human Resources, Executive Coaching, Mergers & Acquisitions, Leadership Development, Process Improvement

Education
McGill University   1990 — 1993
Diploma, Human Ressource Management

Mount Saint Vincent University   1974 — 1976

James M. Hill High School   1972 — 1974
High School Diploma

Caroline Combes - Houfflain Caroline Combes - Houfflain Montreal, Canada Area Details
Caroline Combes - Houfflain's PEAK Financial Group Experience February 2010 - Present
Job Director, Marketing, Communications and Public Relations at PEAK Financial Group
Industry Financial Services
Experience
PEAK Financial Group   February 2010 - Present
PEAK Financial Group   February 2008 - February 2010
SG Private Banking   October 2004 - November 2007

Skills
Public Relations, Marketing Communications, Investments, French, Business Strategy, Strategic Planning, Team Leadership, Corporate Communications, Insurance, Marketing, Marketing Strategy, Strategy

Education
Institut Sup!rieur de Commerce de Paris   2003 — 2004
Master, Marketing & Communication

University of Portsmouth   2002 — 2003
Bachelor Honours, International Trade

Mark Traunero Mark Traunero Montreal, Canada Area Details
Mark Traunero's PEAK Financial Group Experience September 2012 - Present
Job Financial Security Advisor, Mutual Funds and Scholarship Plans Representative at PEAK Financial Group
Industry Financial Services
Experience
PEAK Financial Group   September 2012 - Present
World Financial Group, Montreal (WFG)   October 2009 - September 2012

Skills
Recruiting, Sales, Marketing Strategy, Sales Management, Insurance, Debt Management, Personal Financial..., Marketing Research, Referrals, Train Employees, Public Speaking, Investments, Mortgage Lending, Microsoft Excel, Training, Program Management, Mutual Funds, Customer Service, Financial Analysis, Finance, Life Insurance, Retirement Planning, Financial Advisory

Education
McGill University   2003 — 2006
Bachelor of Commerce, Entrepreneurial and Small Business Operations

Rebecca Elizabeth Rosenstock Rebecca Elizabeth Rosenstock Ottawa, Canada Area Details
Rebecca Elizabeth Rosenstock's PEAK Financial Group Experience May 2011 - August 2011
Job Lawyer at Rosenstock Law
Industry Law Practice
Experience
Rosenstock Law   May 2015 - Present
Engel & Associates   2013 - June 2014
Engel & Associates   January 2013 - February 2013
Imperial Tobacco Canada  May 2012 - August 2012
Peak Financial Group   May 2011 - August 2011
Peak Financial Group   May 2010 - August 2010
Smart for Life  April 2009 - September 2009

Skills
Legal Research, Legal Writing, Criminal Law, Litigation, Conflict Resolution, Children's Rights, Public Speaking, Team Leadership, French, Community Outreach, Customer Service, Event Organizer, People-oriented

Education
University of Ottawa / Université d'Ottawa   2012 — 2013
Doctor of Law (J.D.)

University of Ottawa / Université d'Ottawa   2009 — 2012
Licence en droit civil (LL.L)

Lucie Bienvenue Lucie Bienvenue Montreal, Canada Area Details
Lucie Bienvenue's PEAK Financial Group Experience March 2007 - Present
Job Executive Assistant, PEAK Financial Group
Industry Financial Services
Experience
PEAK Financial Group   March 2007 - Present

Education
Concordia University
B.A., Political Science, Economics

Robert Dubois, FLMI Robert Dubois, FLMI Montreal, Canada Area Details
Robert Dubois, FLMI's PEAK Financial Group Experience 2007 - March 2014
Job Project coordinator & Analyst
Industry Financial Services
Experience
Fiera Capital Corporation  September 2014 - Present
Independent Consultant  March 2014 - September 2014
PEAK Financial Group   2007 - March 2014
Standard Life  September 2000 - April 2007
Scotiabank  August 1987 - August 2000

Skills
Management, Insurance, Change Management, Financial Analysis, Process Improvement, Mutual Funds, Strategic Planning, Team Leadership, Business Strategy, Investments, Wealth Management, Banking, Portfolio Management, Project Management

Education
Concordia University   1984 — 1987
BComm, Economics

Marie-Claude Savard Marie-Claude Savard Montreal, Canada Area Details
Marie-Claude Savard's PEAK Financial Group Experience October 1996 - November 2004
Job President, Savard & Associates Inc.
Industry Financial Services
Experience
Groupe financier Savard & Associés Inc.   November 2004 - Present
PEAK Financial Group   October 1996 - November 2004

Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Insurance, Portfolio Management, Strategic Financial..., Securities, Asset Management, Wealth Management, Estate Planning, Financial Planners, Pensions, Life Insurance, Disability Insurance, Financial Planning

Education
Concordia University   1996 — 1998
Bachelor's Degree, Finance Major, Marketing Minor

Darrell Bagwell Darrell Bagwell Charlotte, North Carolina Area Details
Darrell Bagwell's PEAK Financial Group Experience January 2012 - April 2015
Job Director of Centralized Sales at Atlantic Bay Mortgage Group
Industry Financial Services
Experience
Atlantic Bay Mortgage Group  April 2015 - Present
Peak Financial Group   January 2012 - April 2015
RoundPoint Mortgage  2010 - July 2011
GMAC Mortgage  March 2009 - March 2010
Homecomings Financial  2005 - March 2009
GreenPoint Mortgage  June 1998 - January 2005

Education
Erskine College   1993 — 1997
BS, Business Administration

Coastal Carolina University   1995 — 1996

Vanessa Puorto Vanessa Puorto Montreal, Canada Area Details
Vanessa Puorto's PEAK Financial Group Experience June 2009 - August 2013
Job Ecommerce & Digital Marketing
Industry Internet
Experience
Laura Canada  December 2014 - Present
Raymark  August 2013 - December 2014
PEAK Financial Group   June 2009 - August 2013

Skills
E-commerce, Digital Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Google Analytics, SEO, SEM, Marketing Communications, Marketing, Event Planning, Advertising, Content Marketing, CRM, Brand Management, Retail, Fashion, Blogging, Public Relations, Marketing Management

Education
Canadian Marketing Association
Digital Marketing Certificate

Interactive Advertising Bureau of Canada
Digital Learning Certificate for Social Media Marketing

John Molson School of Business, Concordia University   2007 — 2010
Bachelor of Commerce, Marketing Major

Marianopolis College   2005 — 2007
DEC, Commerce

Daniel Croteau Daniel Croteau Montreal, Canada Area Details
Daniel Croteau's PEAK Financial Group Experience May 2013 - August 2014
Job On sabbatical at Independent
Industry Financial Services
Experience
PEAK Financial Group   May 2013 - August 2014
Investia Financial Services Inc.  January 2009 - September 2011
Dundee Wealth (including Cartier Partners merger)   June 2002 - December 2008

Skills
Mutual Funds, Investments, Customer Relations, Compliance, Strategic Financial..., Portfolio Management, Customer Service, Securities, Partners, Directors &..., Branch Managers'..., Conduct & Practices..., Canadian Investment..., Finance, Financial Analysis, Portfolio Analysis, Operations, Risk Management, Financial Planning, Fonds mutuels, Investissements, Conformité, Service à la clientèle, Cours à l’intention des..., Cours sur les fonds..., Cours relatif au manuel..., Cours à l’intention des..., Analyse financière, Analyse de portefeuille, Opérations, Gestion du risque, Planification financière, Leverage Loans, Prêts leviers

Education
Université Laval / Laval University
Personal Financial Planning Certificate