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Our service rewards those families who expect custom,
independent investment advice.
Gary Perron, CFA, Portfolio Manager, Founder
Our service rewards those families who expect custom,
independent investment advice.
Gary Perron, CFA, Portfolio Manager, Founder
Our service rewards those families who expect custom,
independent investment advice.
Gary Perron, CFA, Portfolio Manager, Founder

We have no restrictions, directives or corporate incentives - we work for your goals alone.

With a long-term outlook, you can better align your portfolio with your wealth strategies and life stages.

Preventing losses is just as important as generating gains.

Retirement is one of the biggest financial questions for both professionals and business owners.

  • Wealth management is about providing simplified guidance through the markets and through individual challenges.

  • Read through our current and past newsletters for topical articles from our team.

Our Clients

"My two most important priorities as far as financial advice and management have always been integrity and long-term performance. Gary and his team over the years have helped me to develop and implement such a financial strategy. It has worked well for me and has allowed me to enjoy a relatively early retirement! We have weathered the ups and downs in the market quite well and overall I am very pleased with the results. I have no hesitation recommending this team for those with a long-term view of investing."

Graham Wynn
Engineer
Client since 1980

The Unique Opportunities of Working with Perron & Partners

  • Get advice that's highly customized from a firm that's truly independent.
  • Strengthen your bottom line with both tax and cost control strategies.
  • Invest without limits on selection, research or personalization.
  • Benefit from multiple sources of idea generation.
  • Find your way through life's challenges with simplified guidance.
  • Stay sheltered from unnecessary risk with our approach to risk-adjusted returns.
  • Call our office and get an answer - every time.
  • Gain long-term stability for you and your family.
  • Look to 100+ years worth of investment insight.
  • Learn more through our conference calls, resources and newsletters.