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Investments
(All investments are Offered through Peak Securities Inc., as they are not part of the alpha & omega wealth management inc. offering)
Your licensed Investment Advisor takes your life goals & risk profile into consideration before creating a custom-tailored investment strategy that is specific for your situation. A professional investment plan enables you to relax and enjoy life with your loved ones while an expert money manager looks after your investments.
Together, we construct and discuss a comprehensive plan to meet your specific investment needs. Once we agree on a course of action, we start the implementation phase. In implementing your investment plan, a mix of investment holdings are selected for your portfolio, including but not limited to the products listed below:
Mutual Funds
GICs
Stocks
ETFs
Bonds
Please contact us with any additional questions regarding investment .
For more information regarding the advisors CIRO registration, please click here to access the CIRO AdvisorReport for Anthony (Safwat) Tadros and Sophie Tadros.
PEAK Securities Inc., a Canadian Investment Regulatory Organization registered, Investment Dealer, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.