Peak Investments Inc.
Established in 1992, PEAK Financial Group, Canada’s premiere independent financial group, is a network representing more than 600 independent financial Advisors attentive to the needs of over 100,000 Canadian investors, from coast to coast.
OakTREE Financial
What's New
Welcome to our web site. We will be updating the GIC rates on the home page daily but the rate tab will be updated weekly. The site will constantly be open for suggestions so please let us know by phone or email what you like about it, what you would like added, as well as what you don't like. This information is for you so we want you to be able to find what interests you.
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Did You Know?
- We are proud to be a corporate sponsor again this season 2011/2012 for the JR B Cyclones. In conjunction with their hockey games, we will be holding our 14th Annual Food Drive on February 3, 2012. Anyone can drop off food donations at our office and receive a ticket to win prizes the night of the hockey game. As in the past the local schools will be participating and will bring their food donations to the arena. Last year Oak Tree matched the donations with cash and presented the Listowel Food Bank with a grand total of $2,346.00.
- Tax Free Savings Accounts, new in 2009 have been a great success. Now you can top up by $5 000 for 2012.
- If you turn 71 this year, you must turn your RRSPs into RRIFs by the end of December.
- GICs and banking products sold through OAK TREE Financial. Mutual funds are sold to clients through PEAK Investment Services Inc. Insurance products are sold through various contractual insurance relationships.
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