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Howard Mix, CFP, Branch Manager
Howard has been providing comprehensive financial planning services for over 30 years. 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, Registered Assistant
Wendy has been working in the financial services industry since 1991, ranging from Commercial Banking as a Small Business and Agriculture Representative, to several years as a Financial Consultant. Over the past 17 years she has held the position of Registered Assistant/Branch Administrator. Wendy holds a Paralegal Diploma and Business/Office Administration Certificate from Red Deer College.
When not at the office she enjoys travelling, cooking, hiking, gardening, golfing, and walking her dog.
**Howard Mix and Wendy McCulloch are attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Mutual Fund Dealers Association of Canada. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. The MFDA Investor Protection Corporation 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 http://mfda.ca/mfda-investor-protection-corporation/ for more details.
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