Disclosures & terms
The plain-English version
What The Peak List is
The Peak List is a free matching service operated by The Peak. We help readers find registered financial advisors and show each reader how to contact the advisors they match with. We are not a registered dealer or adviser, we don't provide financial, investment, tax or legal advice, and nothing on this site is a recommendation to buy or sell any security or to hire any particular advisor.
How we make money
We don't. Advisors list for free and we don't receive referral fees, commissions or any share of the fees an advisor charges you. Listed advisors are required to subscribe to Peak Advisor, The Peak's free newsletter for wealth professionals. If this ever changes, we'll say so here and on every match.
Verification
Before listing an advisor, we check public registries (the CSA National Registration Search and, where applicable, CIRO AdvisorReport) and record what they showed on that date. Registration status can change after we check. Verification is not an endorsement or guarantee. Please do your own due diligence.
Your information (readers)
Your quiz answers are stored without your name or contact details, and we don't share them with advisors. If you contact an advisor, what you share is between you and them. We don't sell your information. To have your answers deleted, email us.
Listing terms (advisors)
By listing, you confirm your registration is active and in good standing and that you'll tell us promptly if that changes; that your firm has approved the listing where required; that the information in your profile is accurate; that readers you're matched with can see your work email and phone; that you'll respond promptly to readers who contact you; and that you'll use their information only to respond to them. We may pause or remove any listing at our discretion, including if your Peak Advisor subscription lapses.