information

TO ALL PEAK ADVISORS

CORONAVIRUS INFORMATION

COMMUNICATIONS

April 9
- Coronavirus Notice #21: Message from Robert Frances; Together at PEAK We Are Stronger Even at Home
April 8
- Coronavirus Notice #20: Message from Boris Ozbalt; PEAK Insurance Services; Videoconferences for Advisors Tomorrow
April 7
- Coronavirus Notice #19: Message from Stéphane Dulude; Connecting to the New PEAK Advisor Forum; Switching to Online Statements; Video Conferences for Advisors on Thursday
April 6
- Coronavirus Notice #18: Message from Robert Frances; Google’s COVID-19 Community Mobility Reports; Videoconferences for Advisors on Thursday
April 4
- Coronavirus Notice #17: Message from Robert Frances; Respect of Confidentiality; PEAK Order Platform—Temporary Suspension of Orders
April 2
- Coronavirus Notice #16: Message from Erika Fernandez; Cybersecurity Tips for Staff Working Remotely; Videoconference for Advisors on Friday
April 1
- Coronavirus Notice #15: Message from Robert Frances; PEAK in the Media — Tips for Videoconferencing with Clients; Videoconferences for Advisors on Friday
March 31
- Coronavirus Notice #14: Message from Robert Frances; Cybersecurity — 10 Best Practices; RRIF Minimum Amount; Maintenance of the Public Site, Tomorrow, Between 5 AM and 7 AM (ET)
March 30
- Coronavirus Notice #13: Message from Erika Fernandez; Managing a Team Through the Crisis; Compliance Recommendations and Advice
March 27
- Coronavirus Notice #12: Message from Robert Frances; Changes Affecting the 2019 Tax Season; Advisors’ Direct Deposits Completed
March 26
- Coronavirus Notice #11: Message from Erika Fernandez; April 30—New Deadline for Changes to Your T4A and RL-1 Slips; Videoconferences for Advisors on March 27
March 25
- Coronavirus Notice #10: Message from Erika Fernandez; Advisors' Direct Deposit; Video Conferences for Advisors on March 27
March 24
- Coronavirus Notice #9: Message from Robert Frances; Videoconferences for Advisors on March 27
- Mail and Package Deliveries—PEAK's Head Office Building in Secure Mode (COVID-19)
March 23
- Coronavirus Notice #8: Message from Erika Fernandez; Avoid Mailing Documents and Cheques—Available Alternatives
March 20
- Coronavirus Notice #7: Message from Robert Frances; Instructions and Important Information from the operations, compliance and finance departments, and from PEAK Insurance Services
March 19
- Coronavirus Notice #6: Message from Erika Fernandez; Zoom Videoconference for advisors; Article for Your Clients on PEAK's Public Site
March 18
- Coronavirus Notice #5: Message from Erika Fernandez; Reconciliation of Deposits in our Trust Accounts; Canada's COVID-19 Economic Response Plan; We Are There for You! Advisor Support
March 17
- Coronavirus Notice #4: Message from Robert Frances; Estate Settlements; 2019 Taxes—Introduction of flexibility measures
March 16
- Coronavirus notice #3: Message from Erika Fernandez; Instructions and Important Information
March 15
- Coronavirus notice #2: Update from Robert Frances Regarding PEAK's Action Plan
March 13
- Coronavirus notice #1: Message from Robert Frances and Information about PEAK and the Coronovirus Outbreak

OTHERS

Electronic Solutions Available to Advisors

Head Office (Montreal)

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

Regional Office (Weyburn)

1-888-506-7325
[email protected]