Apply to list · The Peak List

Step 1

About you

Readers see your name, title, firm, city and website. Readers you're matched with also see your work email and phone so they can contact you. Your address stays private.

First nameLast nameWork emailMatched readers contact you here, and Peak Advisor goes here too.Phone for readers (optional)TitleTeam or practice nameBusiness address (optional)

CityProvincePostal code

WebsiteLinkedIn (private, for verification)Headshot URL (optional)A link to a square headshot, e.g. from your firm's site. We'll add uploads soon.

Step 2

Licences

We verify this against the CSA National Registration Search before you go live.

Firm typeRegistered firmThe dealer or firm you're registered or licensed through.Registration category (optional)NRD number (optional)Speeds up verification.

Other licence (optional)

Step 3

Your practice

This is what we match readers on, so be specific.

Step 4

Your profile

Write it for a smart reader, not a compliance officer. Plain English wins.

Bio (80–900 characters)Your ideal client, in one line (private)

Step 5

The fine print

Subscribe me to Peak Advisor. A free subscription is required to list on The Peak List. If you unsubscribe, your listing may be paused.

I confirm I'm currently registered as described above, my registration is in good standing, and I'll tell The Peak List promptly if that changes.

I agree to the listing terms, including that matched readers can see my work email and phone, that I'll respond promptly to readers who contact me, and that my firm has approved this listing where required.

Get on The Peak List

About you

Licences

Your practice

Your profile

The fine print