Brett Slutker, Certified Financial Planner, Permanent Financial/Peak Investment Services Inc - serving Kelowna and the Okanagan Valley Since 1996.

Brett Slutker, CFP, CPCA
Certified Financial Planner / Certified Professional Consultant on Aging

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WHO ARE WE?

Brett Slutker is a Certified Financial Planner (CFP) and a standing member of the Financial Planning Standards Council of Canada. He has earned credentials from The Financial Planners Standards Council, The Investment Funds Institute of Canada, The Canadian Academy of Senior Advisors Inc., and The Insurance Council of British Columbia.

Continuing Education is a commitment in which Brett takes great pride. Some of the financial industry courses Brett has completed are:

	Certified Financial Planner Designation Certified Professional Consultant on Aging Designation Branch Managers’ Course Labour Sponsored Funds Course The Canadian Investment Funds Course Insurance and Financial Advisors Training Course

Brett has been self employed since 1991 and currently serves as Branch Manager at Permanent Financial / PEAK Investment Services Inc.

Married with two children, Brett has lived in Kelowna since 1975. Brett supports various local and national charities. In his spare time, Brett enjoys numerous sports and spending time outdoors with his family in this beautiful area in which we live.

Melissa Turner is an Executive Assistant and has been part of Brett’s team since 2000. Melissa has extensive experience in the processing of trades and all the numerous duties that are involved in running an office.

In 1999, Melissa earned her Diploma in Business Administration, Financial Services Option, from Okanagan University College.

Being born and raised in the North Okanagan, Melissa has called Kelowna home since 2000. In her spare time, Melissa enjoys staying active with Zumba and spending time outside with her husband, family and friends.

Melissa Turner, assisting Brett Slutker, Certified Financial Planner, Permanent Financial/Peak Investment Services Inc - serving Kelowna and the Okanagan Valley Since 1996.

For nearly 20 years, the PEAK Financial Group has proudly represented and promoted Independent Advice. Today we support the largest network of Independent Advisors in Quebec and we are positioning ourselves amongst the five largest multidisciplinary independent Dealers in Canada. Click on the logo to learn more!

PEAK Investment Services Inc. 110 – 1455 Ellis Street Kelowna BC V1Y 2A3
PH: 250.860.6494 TF: 1.800.794.5032 FX: 250.860.6408 E-Mail: bslutker@peakgroup.com

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