We are your no-nonsense, get it done, always
got your back, make you laugh, tell it to you straight
financial partner.





Savanti Investment Team
PEAK Securities Inc.

 
 

Savanti Insurance
Savanti Insurance Agency Corporation






This website is destined for residents in the provinces of Alberta,
British Columbia, Saskatchewan, and Ontario.

make it simple but significant

Many of the world’s most difficult problems have been solved with the simplest solutions; we strive to keep everything we do simple.


what we do

Independent Financial Advisory.

We create customized plans and strategies then help implement the solutions for businesses, individuals, and families. We focus on seeing the whole and complete picture to properly identify risk and discover opportunities to help with retirement planning, children’s education, disability/life/critical illness insurance, or business succession development, and more.

Personal Advisory

 

Personal Advisory

We are your financial coach, your go to team to get things done.

We can help you with:

  • Retirement Planning
  • Insurance Strategies
  • Investment Management *
  • Children’s education
  • Disability plans
  • Philanthropy

*Provided PEAK Securities Inc. Click here for more details on our investment platform

Business Advisory

 

Business Advisory

Each stage in the business cycle comes with its own challenges, especially when it falls outside of your area of expertise.

We can help you with:

  • Succession Planning
  • Personal Pension Plans (IPP)
  • Retirement Compensation Arrangements (RCA)
  • Director and shareholder insurance (keyperson & buy/sell)
  • Investment management *
  • Group Benefits
  • Group Retirement Plans

*Provided PEAK Securities Inc. Click here for more details on our investment platform

Indigenous Advisory

 

Indigenous Advisory

We offer personal, business, and band financial and investment services for Indigenous peoples by indigenous peoples to meet your unique needs and align with community values.

We can help you with:

  • Financial Literacy
  • Investment management *
  • Insurance & risk management
  • Business advisory
  • Intergenerational wealth

*Provided PEAK Securities Inc. Click here for more details on our investment platform

Investment

Investment

We are an independent financial advisor. This allows us to provide you with unbiased advice or solutions that are never limited by proprietary products.

We can help you with:

  • Custom investment portfolio management
  • Stocks & ETFs
  • Mutual Funds, Bonds, etc.
  • Segregated funds
  • Annuities
  • Corporate Investment
  • RDSP (Disability plan)
  • RESP, TFSA, RRSP, DPSP, & more

*Provided PEAK Securities Inc. Click here for more details on our investment platform

Insurance

Insurance

We are an independent insurance broker. We can find the insurance product that is truly right from you, from a wide range of companies, unlike captive agents who can only represent one company alone.

We can help you with:

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Personal Health Insurance
  • Group Benefits
  • Key Person Insurance
  • Business Interruption Insurance
  • Shareholder Insurance

Planning

Planning

We help clients solve those “keep you up in the middle of the night’ questions and help you make informed decisions.

We can help you in numerous areas such as:

  • Divorce / Separation
  • Business Strategy
  • Retirement Planning
  • Estate Planning
  • Cash flow / debt management

our process

Our process is a flexible framework that adapts, evolves and responds to your needs. It is the streamlined result of decades of working with clients.


01

objectives

It is imperative that your goals are understood and having someone help put those into tangible, measurable objectives is the first step.

We believe that each person’s unique personality, history, decision-making approach, and reactionary behaviours need to be taken into account when setting objectives. Without this, a plan can never succeed.

02

collaboration

Without active collaboration, an investment is a gamble, insurance can be overbought, and goals not achieved. Financial decisions made in isolation disregard the influencing factors of taxation, economic environment, regulatory changes, debt, and goals.

Which is why you should consult with external professionals to help guide a strategy that not only looks good on paper but can withstand the realities of the real world.

03

plan

We create a comprehensive, yet easy to understand, financial strategy customized for your needs that identify any problem areas or opportunities with respect to your:

  • Risk management
  • Insurance
  • Investments
  • Taxation
  • Retirement planning
  • Health benefit plans
  • Estate planning
  • Special needs (i.e. adult dependent needs, education needs, registered disability savings plans, etc.)
04

implementation

This is where the plan comes to life. We help you implement investment and insurance strategies and if you need, we can recommend a member of our external advisory consultants or use one of your own to help execute the other components of a plan.

05

annual review

Each year we benchmark your progress against the financial objectives you established. There are many factors that can influence the success of your plan, thus, fine tuning and monitoring are a key part of the process.

 

 

We are comprised of Savanti investment team (Gary P. Godard and Pamela Coquet) and attached to PEAK Securities Inc. and Savanti Insurance which is registered under Savanti Insurance Agency Corporation. Gary P. Godard is registered to sell insurance through PEAK Insurance Services. All insurance activities are not the business or responsibility of PEAK Securities Inc.