News & updates
Stay up to date with the most recent changes to the platform
Categories
New mandatory compliance training : Anti-Money Laundering and Terrorism Financing
A new mandatory compliance training, on money laundering and terrorism financing, is now available here.
Morningstar webinar
Our webinar on Morningstar Advisor Workstation is now available here.
New compliance training : Liquid Alternative Funds
A new optional compliance training, on alternative liquid funds, is now available here.
New mandatory compliance training : Confidentiality Incidents
A new mandatory compliance training, on confidentiality incidents, is now available here.
New Compliance Tools webinar
The recording from our New Compliance Tools webinar of September 27th 2022 in which we show demo our new compliance tools for advisors is now
Add a new course category “Webinar”
At the request of many offices, the “Webinar” category is now available under My Courses, to help you filter trainings that we recorded live as
New training : Akila transactionnal
Our Akila training explaining how to be autonomous and transactional is now available. This training covers from data entry to procedures after an update or
New training : Winfund transactionnal
Our Winfund training explaining how to be autonomous and transactional is now available. This training covers from data entry to procedures after an update or
Portfolio Aid Training Webinar
The recording from our Portfolio Aid training webinar of May 5th 2022 in which we show demo of our KYP monitoring tool, Portfolio Aid, has
October 16th 2025 Webinar – MyPEAK Konnect Standalone Investor Profile Questionnaire
50 minutes session about our new Standalone Investor Profile Questionnaire module within MyPEAK Konnect
Success stories from a PEAK Advisor with Al Kimber
40 minutes session from Al Kimber, a PEAK Advisor, who shares his success story
July 17th 2025 – LinkedIn Sales Navigator Webinar
40 minutes session about LinkedIn Sales Navigator with Shinae Lemrise of LinkedIn
May 22nd 2025 Webinar – MyPEAK Konnect new features
50 minutes session about our new workflow and requests module within PEAK Konnect
My PEAK Konnect Webinar – PAC SWP Workflow and Request Module
30 minutes session about our new workflow and requests module within PEAK Konnect
March 11th 2025 – PEAK Touchpoint
A virtual event to stay in touch and share important news.
February 4th 2025 Webinar – Trade War
Robert Frances talks about the potential trade war with the United States and its impacts on PEAK
My PEAK Konnect Webinar – Signature module
45 minutes session about our new signature module within PEAK Konnect
Guidelines for accounts openings
Operational guidelines as to what documents are needed when opening an account have been added to WikiPEAK
Handling estates procedure
Our procedure containing guidelines on how to deal with estate accounts is now available on WikiPEAK.
MPO, managing clients account
Two new procedures are available in WikiPEAK, how to create a client profile on MPO and how to manually change a client’s password.
Update to the PEAK Investments Services and PEAK Securities Internal platforms training
The cheque handling process in the PEAK Investments Services and PEAK Securities Internal platforms courses were updated to match the new procedure. Using a cheque
Update to the PEAK Investments Services and PEAK Securities Internal platforms training
The PEAK Investments Services and PEAK Securities Internal platforms courses were updated to include the new MyPEAKonline client interface details.
Procedure updates category
All new procedure updates will be communicated and posted here to ensure you stay up to date and use the appropriate processes at all times.
