Success that Lasts

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

Once we determine what works best for you, our priority is to stay acutely focused on that plan. This has led us to develop a long-term philosophy for investing, so that although we take an active approach to your portfolio, we aim for risk-adjusted returns over time. Since our inception over 30 years ago, this is where our clients have seen the most success.

The main tenets of our investment philosophy are as follows:

  • Improve your bottom line with low-cost investments where possible
  • Use tax-sheltering and tax control opportunities
  • Diversify through strong asset allocation and other strategies
  • Manage actively and in strict accordance with your investment plan
  • Engage in superior due diligence throughout stock selection process
  • Maintain transparency and regular communication throughout

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.