TO ALL PEAK ADVISORS

MARCH 25, 2020

CORONAVIRUS NOTICE #10

MESSAGE FROM ERIKA FERNANDEZ

Dear advisors,

As we have been humbly repeating since the beginning, we are very proud of having completely transformed our entire workforce to a teleworking environment within a timeframe of a couple of days.

When cybersecurity, regulation and compliance are taken into consideration, it is a remarkable achievement.

PEAK is a very large enterprise and it is running smoothly. I think you will find the following examples of various statistics very interesting. Only today there were:

  • more than 260 email processes of all kinds,
  • more than 115 telephone calls answered,
  • more than 55,000 operations (purchases, redemption, switches, etc.),
  • nearly a hundred account openings and updates.

On the management side we can say that the emergency response team has been in:

  • three video meetings a day, every day including some weekend days,
  • every single team (there are about 20 teams at PEAK) have a minimum of two team video meetings a day,
  • We have seven emergency committees that have been created who also have daily video meetings,
  • for a total of over 500 video meetings at PEAK since March 11, in addition to the daily work to be done.

As you can see, we are not idle at PEAK and I find this really impressive.

I would like to underline that for us to continue our work, and also improve it, we are counting on your participation.

A questionnaire was sent to you today. It is very important that each one of you takes a few minutes to complete it. This survey will gather information that will allow us to improve our processes and our work overall.

Sincerely,

Erika Fernandez
Interim Chief Operating Officer and Vice-President, Finance and Control

FINANCE DEPARTMENT

ADVISORS’ DIRECT DEPOSIT

We would like to assure you that we are fully set up to work remotely.

Therefore, we are ready to process the advisors’ revenues this Friday, March 27. As usual, the deposit to your financial institution will be made the same day.

All other paydown processes remain unchanged.

MARCH 27, 1:30 PM (ENGLISH) OR 2:30 PM (FRENCH)

VIDEO CONFERENCES WITH ROBERT FRANCES ON THE COVID-19 SITUATION

All PEAK advisors are invited to participate in a videoconference with Robert Frances on Friday, March 27.

  • PEAK Contingency Plan for COVID-19
  • Support for advisors
  • Initiatives to help you migrate to teleworking

The meeting will last no more then 45 minutes.

  • English: 1:30 to 2:15 pm (ET)
    • Meeting Code: 263 499 469
  • French: 2:30 to 3:15 pm (ET)
    • Meeting Code: 822 336 506

To join the meeting, you have several choices. You can use your cellphone or tablet, or your PC or MAC (enter the meeting code and the application will start downloading).

CELL PHONES AND TABLETS

 

PC AND MAC

Zoom's site

CORONAVIRUS SUMMARY PAGE

In order to consolidate all PEAK information regarding the Coronavirus, we have created a temporary Web page.

COVID-19 page

Head Office (Montreal)

1-877-844-4481 - option 1
[email protected]

Regional Office (Weyburn)

1-888-506-7325
[email protected]