Who would have thought just a month ago that the use of communication technology such as Zoom, FaceTime or Skype would not only be part of our daily life but would represent a good proportion of the interaction that we have between us.
This was one of the highlights of the survey you completed for us last week. I would like to take this opportunity to thank you for doing so. This information will be very useful for us going forward.
We reached out to you in our communication yesterday to enlist your support. We approach you today with an opportunity to now participate. Did you know that over 50% of PEAK clients still receive their portfolio statements by regular mail?
Beyond the environmental impacts and the significant costs involved in the production and distribution of paper statements, the crisis that we are going through and the need to do everything possible to respect social distancing are other important reasons to opt for electronic statements. We are therefore launching our first initiative today. Please continue reading below to find out more.
As you have experienced, we have significantly increased our communications with you recently. In light of this, we are launching, or rather relaunching, the PEAK Advisors’ Forum in order to promote exchanges between us. Some of you will remember that this Forum had existed in the past.
The objectives we are pursuing remain the same as they existed at that time: To offer a platform for transparent and enriching discussions, within a framework of respect, between advisors. We invite you to share your thoughts, best practices and questions on the Forum.
Today’s environment lends itself more than ever to mutual assistance and sharing. We look forward to reading your messages. We would like to take this opportunity to thank the members of the PEAK Advisory Committee and those of the Club Excellence who have participated in the pilot project for the past three weeks.
To conclude, and you may already be aware… PEAK is back in the news today. We are delighted with the visibility we have had in the industry media in recent times. You can access the article published in Finance et Investissement (available in French only at this time) by clicking here. Please do not hesitate to share the news via your LinkedIn network.
Looking forward to speaking with you soon, either in person or virtually.
Sincerely,
Stéphane Dulude
Vice President, Business Development
