Services & Strategies

All investments are Offered through Peak Securities Inc., as they are not part of the Holistic Wealth offering

Peak Securities H W

PEAK Securities Inc., a Canadian Investment Regulatory Organization registered, Investment Dealer, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.

For more information regarding the advisors CIRO registration, please click here to access the CIRO AdvisorReport for Len Colman.

Advisors Family

Financial Management Planning & Advisory Services

  • Complete Financial Planning
  • Investment Portfolio Construction
  • Education Funding
  • Retirement Planning
  • Estate Planning
  • Managing in retirement
  • Cash Flow Management
  • Debt Management
  • Tax Optimization
  • Risk Management
  • Insurance
Wealth Management

Wealth Management Strategies

  • Retirement Compensation Arrangements (RCA)
  • Individual Pension Plan (IPP)
  • RRIF, RRSP, LRSP, LIRA
  • CASH (non-registered accounts)
  • Trust, In-trust
  • Maximizing Portfolio Potential
  • Tax Free Savings Account (TFSA)
  • Estate Bonds
  • Registered Educational Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Using Trusts to Protect Your Assets
Investment Advice

Investment Advice

  • Stocks
  • Real Estate Investment Trust
  • Preferred Shares
  • High Interest Savings
  • Annuities
  • Flow-through Investments – Tax Shelters
  • Bonds, Debentures, GICs
  • Mutual Funds
  • ETF’s – Exchange Traded Funds
  • Indexes

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