Asset Allocation is the Single Biggest Driver of Returns

Determining your asset allocation is the process of setting you on the path that, from that point on, we continue to adjust, monitor and manage.

It's the biggest driver of returns, but it drives every one of your other goals to the same degree. That's why much of our specialized expertise, flexibility, research and customization come into play as we determine your asset allocation.

We also ensure:

  • A detailed review of your time horizon, risk tolerance and other needs
  • Diversification between and within asset classes to reduce risk
  • A personal review meeting where we present your investment options, maintenance plans and other details

Perron and Partners Wealth Management Corp. owns 100% of the common shares of Perron Asset Management Inc. Perron Asset Management may provide sub advisory services to Perron & Partners and Kipling Private Investment Pools and in turn will receive remuneration for these services.

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.