For advisors · Free to list
Meet the clients who read The Peak
The Peak List matches Peak readers with licensed advisors who fit what they need. Listing is free. The only ask: subscribe to Peak Advisor, our newsletter for Canada’s next generation of wealth professionals.
How it works
- 1
Apply
Tell us who you serve, your minimums and where you’re registered. You’ll be subscribed to Peak Advisor.
- 2
We verify
We confirm your registration on the CSA National Registration Search and review CIRO AdvisorReport. Then your profile goes live.
- 3
Hear from readers
Readers who match with you see your profile, work email and phone, and contact you directly. Reply promptly and take it from there.
What’s Peak Advisor?
The industry, minus the boring parts
A fast, fun newsletter on the Canadian wealth industry — the deals, the regulatory moves, the people and the ideas — from the team behind The Peak.
Who can list
- ✓Registered with a Canadian securities regulator, through a CIRO dealer or as a registered portfolio manager
- ✓Active registration in good standing, with no disciplinary history
- ✓Accepting new clients
- ✓Subscribed to Peak Advisor
Questions?
Is it really free?
Yes. We don’t charge for listings or matches, and we don’t take referral fees. Peak Advisor is free too.
How are readers matched to me?
On fit: the help they want, their situation, where they live, your minimum and whether they want to meet in person. Advisors in the reader’s city come first. Matches are rotated so the same few advisors don’t get every reader.
What do readers see?
Your profile, plus your work email and phone if you gave one, so they can reach out. Readers stay anonymous until they contact you.
Does my compliance team need to approve this?
Possibly. Many dealers require approval for third-party listings. Check with compliance before you apply — we’re happy to answer their questions.
Can I pause my listing?
Anytime. Reply to any Peak List email and we’ll pause your profile.