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Financial security advisor

 
 

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Steve Koncevich

Mutual fund representative

Any employer concerned with developing a successful and sustainable business must place the well-being of its employees at the center of its concerns. To achieve this, one of the important factors to consider is first of all to ensure the sound financial management of its business and secondly, to help its employees do the same with their assets.

When your employees feel that their future is one of your priorities, you create a team spirit and a sense of belonging that will contribute to your company’s success.

About

Steve Koncevich, financial security advisor

A service adapted to your situation

It is always with this in mind that Mr. Steve Koncevich, a renowned financial security advisor with more than 20 years of experience in his field, offers you his services as a mutual fund representative. His mission is to guide you in the implementation of management mechanisms and savings plans that will meet the needs of your employees, while participating in the prosperous development of your company.

Mr. Koncevich will also make sure to guide you through the steps you need to take to protect your business. He can explore with you the various avenues to protect your business loans and to obtain the appropriate insurance for your situation.

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Statement of company finances

Analysis of your financial needs

If the analysis of your company’s financial needs is not up to date, you will benefit from excellent services: company’s financial status, analysis of your shareholder agreement, analysis of your will, suggestions for financing your shareholder agreement, etc. Sound financial management of your company will not only help you get through off-peak periods better, but will also considerably increase its profitability. Whether you are the manager of a large company or you are starting a new project, Mr. Steve Koncevich will be able to support you in the organization or implementation of your legal documents. If your business is still in its infancy, or if you are new to the investment world, Mr. Steve Koncevich can also give you sound advice in terms of protection for self-employed workers and shareholders. He will be able to guide you in managing your professional activities in order to derive maximum profit from them.

About

A service that stands out

Mutual fund representative

With 20 years of experience, Mr. Koncevich stands out by offering you exceptional service. Professional and honest, he is able to quickly analyze your needs and offer you several options to achieve your goals. As an independent consultant with Peak Financial Group, he can search for the solutions that are right for you, on a multitude of platforms, while assuring you of a high degree of impartiality. Since Mr. Steve Koncevich does not sell any in-house products and has no sales quotas to meet, you can rest assured that his advice is always oriented towards your best interests.

Mr. Koncevich’s efficiency, professionalism and experience will allow you to quickly respond to all your financial concerns and give you peace of mind. You will be able to concentrate on developing your business knowing that your finances are optimized, your earnings are protected and your employees’ savings are in good hands.

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Disclaimer: PEAK Investment Services Inc. is a mutual fund dealer and a member of the Canadian Investment Regulatory Organization (CIRO), and limits its activities to investment products such as mutual funds and ETFs.

Investments in mutual funds may involve commissions, trailing commissions, management fees, and other expenses. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance is not necessarily indicative of future results. Please read the prospectus and Fund Facts carefully before investing.

The information contained on this website is provided for general information purposes only and does not constitute investment advice. The information is not intended to provide specific financial, legal, accounting or tax advice and should not be relied upon in that regard. Investment decisions should be made based on your individual circumstances in consultation with a Mutual Fund Representative.