Services & Solutions

What we do: Providing the value of advice

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Mutual Funds Investment Solutions Insurance Solutions Retirement Planning Estate Planning Business Solutions Banking Solutions

Mutual Funds

A Canadian mutual fund is an investment product that pools money from many investors and is managed by professional portfolio managers. The pooled money is invested in a diversified mix of assets such as stocks, bonds, and other securities, depending on the fund’s objective. Investors buy units of the fund, and the value of those units goes up or down based on the performance of the underlying investments.

Because mutual funds are regulated and professionally managed, they make it easier for individual investors to access a wide range of investments without having to research and manage them on their own.


* Mutual funds are distributed through PEAK Investment Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. PEAK Investment Services’ responsibility is limited to the products it distributes.


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

• Registered retirement plans (RRSP, RRIF)

• Locked-in retirement account (LIRA)

• Registered education savings plan (RESP)

• Tax-free savings account (TFSA)


* Investment Solutions are offered through McKitterick Wealth Management Inc.


Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

• Travel, Life and Health insurance

• Disability and Critical illness protection


* Insurance Solutions are offered through McKitterick Wealth Management Inc. 


Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We’ll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning


* Retirement planning offered through McKitterick Wealth Management Inc.


Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.


* Estate planning offered through McKitterick Wealth Management Inc.


Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

• Group benefits & Group retirement

• Group pension

• Competitive benefits

• Business and key-person employee insurance


* Business Solutions are offered through McKitterick Wealth Management Inc.

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.


*Banking Solutions are offered through referral by McKitterick Wealth Management Inc. with Manulife Bank.