TruePeak Investments

TruePeak Investments is a leading investment firm based in Toronto, Canada, offering a range of wealth management, private equity, and portfolio management services to individual and institutional investors. Established in 2020, the firm focuses on creating personalized investment strategies that help clients grow their wealth while managing risk. TruePeak Investments is known for its expertise in sectors such as real estate, technology, and healthcare, as well as its commitment to providing clients with data-driven, long-term investment solutions.

The firm was founded by Sarah Montgomery, an experienced investment manager with a background in wealth management and financial planning. TruePeak Investments employs a team of 30 financial advisors, portfolio managers, and analysts who work closely with clients to design and manage diversified investment portfolios. The firm’s services include wealth management, real estate investments, and private equity, offering clients a comprehensive approach to growing and protecting their assets.

TruePeak Investments is particularly recognized for its Real Estate Investment Fund, which provides clients with access to lucrative real estate projects across Canada, including commercial developments and residential properties in high-growth markets. The firm also offers Private Equity Solutions, helping investors gain exposure to high-potential private companies in sectors such as technology and healthcare.

The company’s core values are innovation, transparency, and client success. TruePeak Investments is committed to delivering innovative financial solutions that align with clients’ financial goals and risk tolerance. In 2023, the firm reported assets under management (AUM) of approximately CAD $400 million, reflecting its rapid growth and success in the Canadian investment sector.

Looking forward, TruePeak Investments plans to expand its real estate and private equity offerings by launching new funds targeting emerging sectors such as fintech and renewable energy. The firm is also exploring opportunities to collaborate with international investors and expand its footprint in global markets, providing clients with access to a broader range of investment opportunities.