Brett Slutker, CFP, CPCA - Kelowna Financial Planner

Brett Slutker, CFP, CPCA - Kelowna Financial Planner

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Peak Investment Services Inc. “So, what do you do?”

This is a question I get asked all the time. Which plane would you choose?

The world of investing is becoming more complex on a daily basis. I could go into detail about all the products I deal with but instead, let’s simplify the answer by me asking you a question...

Let’s say you were going on vacation and had the choice of two identical airplanes to fly. The first plane has an experienced, seasoned team who is paid to operate and maintain the plane. The second has no

02/17/2025

📅📢 The deadline to contribute to your for the 2024 tax year is March 3, 2025. Contributions made in the first 60 days of 2025 can be deducted from your tax return for either 2024 or 2025.
Questions about your contributions or your RRSP? Feel free to reach out to us for more clarity on your retirement savings plan.

01/15/2025

Is financial planning part of your New Year's resolutions?
Together, we can create a tailored strategy with personalized advice to meet your needs throughout the year. 🌟

01/01/2025

HAPPY NEW YEAR 2025! 🥂✨
Wishing you a year filled with joy, good health, and financial success!

12/16/2024

Happy holidays to you and your loved ones. May this season be filled with happiness, health, and unforgettable moments. 🎄🎁

12/03/2024

On this International Day of Persons with Disabilities, it is essential to remember that inclusion also means access to tailored financial advice. At PEAK, we are committed to providing personalized financial planning to meet everyone's unique needs and help build a secure and accessible financial future for all. 💼♿

11/11/2024

On this Remembrance Day, we honour those who have served our country with courage and dedication. 🕊️

11/01/2024

📅 Did you know that November is Financial Literacy Month? 💡
At PEAK, we are here to help you demystify financial concepts and guide you toward informed decisions. Whether you want to better understand your investment options or optimize your financial planning, let's talk! 💬

10/31/2024

World Savings Day, created a hundred years ago in Italy, highlights the importance of financial planning. A savings plan is essential for education, buying a home, retirement, or unforeseen events. Our team provides professional advice to help you plan your financial future now! 🌍💰

10/31/2024

It may be Halloween, but thinking about your finances shouldn't scare you!
Don't hesitate to contact us so that we can build a plan together that will make you dream.

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Location

Address


1334 St Paul Street
Kelowna, BC
V1Y2E1

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm