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Wiki PEAK

Wiki PEAK is your knowledge center for anything PEAK related. Refer to our procedures as well as documentation on PEAK, our practices and the tools made available to you.

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  • Procedures
  • Documentation & Information
  • Resources & Tools

General

MyPEAK Konnect
Administrative guide - Contacting PEAK
Electronic Processing Agreement
PEAK Document Management

Operations

Guideline for estates files

Technology

Connecting to Outlook (Links to PEAK Advisor)
Setting up email on Android phone (Links to PEAK Advisor)
Setting up email on iPhone (Links to PEAK Advisor)
How to export Outlook emails to .pst file
PEAK Forum user guide

MyPEAKonline

Creating a client profile
Changing a clients password

Compliance

NRD Registration
KYC Individuals, new account guide
KYC Individuals, update guide
KYC Entities, new account guide
KYC Entities, update guide
Guidelines on electronic document archiving
KYP and Portfolio Aid
Leverage Loan Procedure
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PEAK is regulated by AMF in Quebec

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