Marc Perron Email & Phone Number

Longueuil, Qc, Ca

Montréal

With over $10 billion in assets, PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, PEAK Financial Group has captured the trust of over 1,200 independent Advisors, professionals and employees enabling them to successfully serve more than 150,000 clients by delivering financial advice that is both impartial and free from conflict of interest.I offer high quality wealth management services to business leaders. My current customer list include senior corporate executives and business owners.As the "Private CFO of busy, successful business people", I offer you the following:★ Conflict free, high quality, independent financial advice: We offer you the best of both worlds: access to the best financial products available from the leading financial institutions AND independence from them. This ensures we can offer the highest level of prudent and ethical financial planning while knowing that your investments are held at leading financial companies. ★ Unmatched customer service: I will bring a holistic integrated approach to your personal financial planning and wealth management. Your investment, retirement, estate, tax and insurance situation will be incorporated in the overall plan.★ Proven, conservative investment philosophy: We believe in professional management; we have a proprietary process to select and monitor great money managers; we diversify though several managers; we invest globally; we help you ride the emotions that occur in volatile markets.★ Competitive, transparent and conflict free compensation: I work for you, I look out for your best interests.I am registered as a Mutual Funds representative with PEAK Investment Services Inc. through the Whitemont Financial Services branch. I offer financial planning and security services as an independent representative.If you're interested in getting sound Wealth Management advice, please email me at: mperron@peakgroup.com

Montreal, Canada Area

Reporting to the President - Bakery, member of the management committee and heading a team of 18 people, responsible for all financial aspects of the $200M division. Oversee all activities relating to finance and IT: investment planning, budgeting, financial analysis, accounting, costing, auditing and information technology. Provide sound financial guidance to the management committee.

New York - Paris - Toronto

2010 -2011 - Senior Director Finance – Beverages Supply Chain, New York, USAProvide financial insight to the executive Supply Chain Team to deliver the planned $4B manufacturing and distribution costs. Draft the investment plan for the annual capex budget.2006- 2010 - Chief Financial Officer, Paris, FranceReporting to the GM, assume leadership the financial wealth of the multi category business. Manage the annual budgeting and strategic investment plan processes and align with executive teams in France and in Europe on strategic initiatives, M&A, brand investments, product pricing and cost productivity. Provide sound financial guidance to executive team and accurate financial reporting to external sources. Oversee all activities of finance: pertinent, timely, impactful analysis; integrity in the accounting and financial operations; application of processes and financial controls and deployment of IT tools. Lead a team of 65 people.2004 - 2006 Senior Director Finance – Sales and Marketing, Toronto, CanadaReporting to the CFO and the SVP Commercial, responsibility for the top line of $1.1B in snacks sales. Provide financial insight to the executive team to help drive customer account sales, brand investments and innovation performance to hit profit objectives.2000 -2004 Ontario Region Finance Director, TorontoJointly reporting to the Area VP and company CFO, responsibility of the full field P&L and the delivery of financial objectives. Deliver the financial stewardship and insights to the Senior Management Team to enable this $0.5B savoury snacks business to beat its annual sales, share and contribution targets. Partner with leaders in Sales and Supply Chain to build winning strategies and workable plans.1999 - 2000 National Foodservice Finance ManagerJointly reporting to Foodservice GM and the company CFO, responsibility of the field P&L of $75M in sales. Help develop strategic plan and execute on start-up activities for this new stand-alone unit.

Toronto, Canada Area

1997 - 1998: Plant Finance Director, Brockville. Reporting to the Plant Manager, lead all financial activities: cost budgets, capital planning, financial analysis, receivables, payables, general accounting and purchasing. Provide sound financial guidance to the Senior Leadership Team. Lead team of 16.1996 - 1997: Plant Finance Manager, Toronto. Reporting to the Plant Finance Director, lead financial analysis activities at the plant. Provide sound financial guidance to the plant senior leadership team. Lead team of four.1995 - 1996: Financial Analyst, Toronto. Reporting to the Director, Paper Products Finance, provide financial support. Conduct financial analysis on new product launches, compile quarterly forecasts and formulate corrective actions to improve performance.

- Deputy Commander 3 Field Engineering Regiment, Montréal, Québec- Director of Construction Planning, Lahr, Germany - Director of Engineering, Lahr, Germany- Base commander's executive assistant and investor relation Officer, Chilliwack, BC - Engineer Platoon Commander, Valcartier, Québec

Mba, Finance, Investments, Wealth Management, Financial Planning

B. Eng, Electrical Engineering

Wealth Management, Financial Planning, Retirement Planning, Investments, Income Tax, Insurance