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Howard Mix, CFP
Howard has been providing comprehensive financial planning and independent advise to families since 1992. He received his Branch Manager's designation in 1999 and was awarded the Excellence in Compliance Award with Peak Investment Services in 2006. During his career, Howard has supported the financial industry as a Certified Instructor for the Canadian Securities Institute and was a long serving member of the Prairie Regional Council of the Mutual Fund Dealers Association.
He is certified by FP Canada Standards Council™ to use the Certified Financial Planner® (CFP®) designation.
During his spare time, Howard enjoys the pursuit of the outdoors: camping, canoeing, golfing, or simply enjoying time in his backyard.
Wendy McCulloch, Retired
Wendy starting working in the financial services industry 1991, ranging from Commercial Banking as a Small Business and Agriculture Representative, to several years as a Financial Consultant. Since 2005, she held the position of Registered Assistant/Branch Administrator. Wendy graduated with a Paralegal Diploma and Business/Office Administration Certificate from Red Deer College.
She enjoys travelling, cooking, hiking, gardening, golfing, and walking her dog.
**Howard Mix is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Canadian Investment Regulatory Organization (www.ciro.ca). PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. The Canadian Investor Protection Fund protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm's insolvency. Please see www.cipf.ca for more details.
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