Kevan Bates

What we believe in

Independence • Integrity • Innovation

About US

Who we are

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

What we are best at

Our Services

services offered :

Retirement Income Planning

Investment Management

Insurance Solutions

Group & Business Solutions

Services and solutions

The Value of Advice

OUR APPROACH

It all starts with a plan

Your world is constantly evolving — and it’s not always easy to know how financial changes might impact you. That’s why personalized advice matters more than ever.We take the time to understand what’s important to you, define your goals, and build a plan that gives you clarity and confidence — today and for the future.

- Planning-first philosophy
- Fee transparency & minimized costs
- Independent, unbiased advice
- Strategies to help reduce risk
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How we Help

‍‍Retirement Planning
‍Will I be okay?
We’ll help you find peace of mind with a retirement income plan designed to provide steady, reliable income tailored to your lifestyle.
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Investment Management
- Personalized investment strategies
- Direct access and open communication
- Custom-built portfolios
- Access to Stocks, Bonds, GICs, Mutual Funds, and ETFs

Insurance Solutions
- Life, Critical Illness, Disability, and Travel Insurance

Group Benefits
- Group RRSPs
- Employee Health & Benefits Programs

Our people

Our Team of Experts

INVESTMENT advisor

Kevan has over 25 years of experience in the financial services industry. He holds the Certified Financial Planning (CFP®) and Canadian Investment Manager (CIM®) designations. As an investment advisor attached to PEAK Securities, he helps individuals, families and employees plan for a secure financial future. Kevan specializes in Retirement Income Planning. With an unbiased approach, he strives to help each client steer through the maze of the financial industry to meet their goals and ultimately achieve financial peace of mind.

Investment Advisor Assistant

Sheehan Tobler

Sheehan’s current role is as an Investment Advisor Assistant. Having completed the Canadian Securities course (CSC) in 2022, and the Wealth Management Essentials in 2025, his responsibilities will continue to evolve with additional experience and industry education. Sheehan has a profound level of interest in the financial markets and overall ‘how can I help’ attitude. Sheehan assists with all areas of business administration and client communication. He brings a positive attitude and razor-sharp focus to the team to ensure clients wants and needs are being met day in and day out.

We are committed to guiding investors towards better financial health, impartially and independently.
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PEAK does not own and market any in-house products and does not impose any sale objective. As it is not affiliated to any financial institution or manufacturer, its business model is flexible and provides access to all financial products available and approved for sale in Canada.
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We believe in independent advice.
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Accompanied by our 1,500 registered advisors, professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.
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What drives us

Independence • Integrity • Innovation
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www.peakgroup.com
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First

independent DEALER in canada

30 years

of independent financial advice

$15B

in assets under administration

1,500

PEAK Advisors and employees

Contact Us

Your financial well-being is our top priority. Connect with one of our dedicated advisors today to discover how we can assist you in achieving your financial goals.
We are here to help!

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OUR OFFICE

PEAK Securities
731 Victoria Street
Kamloops, BC
V2C 2B5

WORKING HOURS

By appointment only

phone number

Direct
(250) 434-8014

Toll Free
1-866-870-3416

OUR OFFICE

731 Victoria Street
Kamloops, BC
V2C 2B5

phone number

Direct
(250) 434-8014
‍
Toll Free
1-866-870-3416

Kevan Bates Advisors are attached to PEAK Securities.
PEAK Securities Inc. is an Investment Dealer member of the Canadian Investment Regulatory Organization(CIRO) limiting its responsibilities to investment products such as stocks, bonds, ETFs and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund (CIPF). Please see http://cipf.cafor more details.
Retirement plans, Insurance Solutions, and Group Benefits are offered by Kevan Bates, Independent Financial Planner and Insurance Advisors.
For more information regarding the advisors CIRO registration, please click here to access the CIRO Advisor Report for Kevan Bates.
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Who we are

Our Services

It all starts with a plan

How we Help

Our Team of Experts

Kevan Bates

Sheehan Tobler

We are committed to guiding investors towards better financial health, impartially and independently.‍

We believe in independent advice.‍

What drives us

Contact Us

We are committed to guiding investors towards better financial health, impartially and independently.
‍

We believe in independent advice.
‍