Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Danny Pero is listed as Senior Investment Advisor at Canaccord Genuity Wealth Management (Canada), a company with 329 employees, based in Port Moody, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Danny Pero.
Danny Pero previously worked as Branch Manager and Investment Advisor at Raymond James Financial, Inc. and Regional Manager and Investment Advisor at Edward Jones. Danny Pero holds Bachelor Of Arts, Political Science from The University Of British Columbia.
This section adds company-level context without repeating Danny Pero's masked contact details.
Review company-level records connected to Danny Pero before choosing the right outreach path.
As business owners ourselves, we understand some of the unique challenges and opportunities available to incorporated business owners and entrepreneurs. We provide concierge level service - proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with each client and their tax, legal and other professional advisors. We ensure that our clients' financial plan, investment policy, and asset and liability strategies remain aligned with their evolving goals.We partner with successful business owners who are considering retirement and their legacy, including a strong emphasis on, but not limited to:- Business Owners- Dentists- Doctors- Executives- LawyersWe believe in bringing a unique perspective to the financial industry. Our commitment involves understanding the intricacies of our clients' decision-making processes. A thorough onboarding process ensures personalized financial strategies, and our collaborative approach. We have access to a network of experts to overcome any challenge. Beyond being a one-stop shop for financial services, we identify and address issues and concerns effectively. Our direct and personable approach ensures a relationship built on trust and transparency.There’s no such thing as a one-size-fits-all approach to wealth management, so we begin by understanding what really matters to you. Through our discovery experience, we develop a deep understanding of our clients - not just as investors, but as individuals. We analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets. We constantly monitor and adjust each client's portfolio. We gauge performance on what’s most important to our clients, not a market index.If you would like to learn more, please reach out directly here on LinkedIn, or email at perogroup@cgf.com
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Vancouver
With more than 10 years of experience in the financial services industry, I advise clients on a broad range of financial planning strategies. As a Financial Advisor for Canaccord Genuity, I focus on listening to each client because I believe that everyone’s needs and financial goals for the future are unique.
Port Moody
Assisting clients navigate the financial side of their lives. I provided advisory services on investing, retirement, life insurance, and financial planning.
Port Moody
Assisting clients navigate the financial side of their lives. I provided advisory services on investing, retirement, life insurance, and financial planning. Also responsible for training new advisors.
Other employees you can reach at cgwm.ca. View company contacts for 329 employees →
Stephane Leger
Colleague at Canaccord Genuity Wealth Management (Canada)
Montreal, Quebec, Canada, Canada
View →
AV
Al Verma
Colleague at Canaccord Genuity Wealth Management (Canada)
Toronto, Ontario, Canada, Canada
View →
DP
Dean Peters
Colleague at Canaccord Genuity Wealth Management (Canada)
Toronto, Ontario, Canada, Canada
View →
BW
Bps Wealth Management
Colleague at Canaccord Genuity Wealth Management (Canada)
Vancouver, British Columbia, Canada, Canada
View →
AT
Adrian Tkach, Cim
Colleague at Canaccord Genuity Wealth Management (Canada)
Toronto, Ontario, Canada, Canada
View →
HT
Harel Tal
Colleague at Canaccord Genuity Wealth Management (Canada)
Vancouver, British Columbia, Canada, Canada
View →
EB
Erica Brown
Colleague at Canaccord Genuity Wealth Management (Canada)
Canada, Canada
View →
DS
Dan Smith
Colleague at Canaccord Genuity Wealth Management (Canada)
Vancouver, British Columbia, Canada, Canada
View →
DP
Dhruv Patel
Colleague at Canaccord Genuity Wealth Management (Canada)
Greater Winnipeg Metropolitan Area, Canada
View →
KD
Katherine Deaust
Colleague at Canaccord Genuity Wealth Management (Canada)
Calgary, Alberta, Canada, Canada
View →
Quick answers generated from the profile data available on this page.
Danny Pero works for Canaccord Genuity Wealth Management (Canada).
Danny Pero is listed as Senior Investment Advisor at Canaccord Genuity Wealth Management (Canada).
Danny Pero is based in Port Moody, British Columbia, Canada while working with Canaccord Genuity Wealth Management (Canada).
Danny Pero has worked for Canaccord Genuity Wealth Management (Canada), Raymond James Financial, Inc., and Edward Jones.
Danny Pero's colleagues at Canaccord Genuity Wealth Management (Canada) include Stephane Leger, Al Verma, Dean Peters, Bps Wealth Management, and Adrian Tkach, Cim.
You can use AeroLeads to view verified contact signals for Danny Pero at Canaccord Genuity Wealth Management (Canada), including work email, phone, and LinkedIn data when available.
Danny Pero holds Bachelor Of Arts, Political Science from The University Of British Columbia.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Danny Pero you were looking for.
View similar profiles
