Brett Slutker
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1455 Ellis St 110, Kelowna, British Colu...Phone Number
(250) 860-6494Revenue
<$5 MillionIndustry
About Brett Slutker
Peak Investments is a financial planning firm based in Kelowna, specializing in personal finance solutions tailored to individual needs. With over 20 years of experience, they prioritize building trusting relationships with clients, focusing on independence and a client-centric approach without conflicts of interest. Their services include guidance on various financial products such as RRSPs, TFSAs, and insurance options, aimed at helping clients grow, protect, and enjoy their wealth. Peak Investments is dedicated to providing clarity and support throughout financial transitions, ensuring a personalized experience for each client.Explore more
Brett Slutker Org Chart
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Brett Slutker Tech Stack
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Peak Investments is a financial planning firm based in Kelowna, specializing in personal finance solutions tailored to individual needs. With over 20 years of experience, they prioritize building trusting relationships with clients, focusing on independence and a client-centric approach without conflicts of interest. Their services include guidance... Read More
