Options financières inc

Financial security advisor


Take advantage of a consultation

Free and confidential


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.


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.


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.


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.

Personal services

Business services



Disclaimer: Steve Koncevich is a Mutual Fund Representative attached to PEAK Investment Services Inc. As a Mutual Fund Representative, Mr. Koncevich is not authorized to offer Stocks or Bonds. Mutual Funds do contain stocks and commodities as part of their general composition, however as a stand alone product, he is not licensed to offer them. Commissions, trailer fees, management fees and expenses may be associated with mutual fund investing. Read the prospectuses and annual reports and latest financials before investing. Mutual funds are not guaranteed investments like GICs and their individual unit values change frequently. Remember that past performance does not guarantee future results, also please note that the information presented here are in no way recommendations and should only be viewed as informative. As a Financial Security Advisor, Mr. Koncevich is licensed to offer Insurance products, however all insurance products and Services activities are offered independently of PEAK Investment Services. This website is only intended for residences of the following provinces Quebec and Ontario.