Marc Perron

Marc Perron Email and Phone Number

Mutual Fund Representative at Investia @ Investia Financial Services
Longueuil, QC, CA
Marc Perron's Location
Longueuil, Quebec, Canada, Canada
Marc Perron's Contact Details

Marc Perron personal email

n/a
About Marc Perron

For over 30 years, I've had a deep passion for Financial Planning and Investing. So after a distinguished career as a corporate finance executive with leading multinational companies, I decided to study everything I could about Wealth Management and become a personal financial advisor to the executives and entrepreneurs that help run such companies.Having been there, I understand the unique needs of these business leaders. They deploy such passion and energy to ensure the success of their venture, and also do the best they can to balance business demands with those of their family and other interests. What often gets left out, unfortunately, is the attention that personal financial matters require. This creates a sense of insecurity - an uncomfortable feeling - of not being in control.Therefore, corporate executives, entrepreneurs and business leaders come to me for Wealth Management advice, such as:√ Build custom made retirement plans that take into account limits imposed by tax laws on retirement plan payouts. Yes there are limits!√ Reduce risks associated with having all their eggs in their employer's/company's basket;√ Motivate them to take the necessary actions to ensure financial success despite market setbacks or unfortunate life events;√ Save time by shopping around for the best financial products available to fill their needs;√ Build income splitting strategies that help them pay less income taxes;√ Invest their savings in conservative, tailor made, tax efficient investment solutions;√ Simplify their lives by coordinating their other advisors such as estate lawyer and/or tax expert.I am a certified Financial Planner from the Quebec Institute of Financial Planning (QIFP). Quebec is the only province in Canada to regulate the Financial Planner / Advisor titles. I also hold an MBA from HEC and an Engineering degree from RMC.If you're interested in getting sound Wealth Management advice, please email me at: mperron@peakgroup.com

Marc Perron's Current Company Details
Investia Financial Services

Investia Financial Services

View
Mutual Fund Representative at Investia
Longueuil, QC, CA
Website:
investia.ca
Employees:
1119
Marc Perron Work Experience Details
  • Investia Financial Services
    Mutual Fund Representative At Investia
    Investia Financial Services
    Longueuil, Qc, Ca
  • Mutual Funds: Peak Investment Services. Planning And Insurance: Independent Representative
    Financial Planner | Financial Security Advisort | Mutual Fund Representative
    Mutual Funds: Peak Investment Services. Planning And Insurance: Independent Representative May 2013 - Present
    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
  • Saputo Inc.
    Vp Finance And It
    Saputo Inc. Aug 2012 - Jan 2013
    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.
  • Pepsico
    Senior Director - Director - Manager
    Pepsico Dec 1998 - Aug 2012
    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.
  • Procter & Gamble
    Finance - Director - Manager - Analyst
    Procter & Gamble Jan 1995 - Dec 1998
    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.
  • Canadian Military, Corps Of Engineers
    Officer
    Canadian Military, Corps Of Engineers 1984 - 1994
    - 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

Marc Perron Skills

Finance Financial Analysis Leadership Cross Functional Team Leadership Financial Planning Strategic Financial Planning Forecasting Mergers And Acquisitions Investments Wealth Management Retirement Planning Business Planning Business Strategy Managerial Finance Insurance Tax Corporate Finance Internal Controls Asset Allocation Financial Modeling Sales Presentations Income Statement Fmcg P&l

Marc Perron Education Details

  • Mba, Hec Montreal
    Mba, Hec Montreal
    Finance, Investments, Wealth Management, Financial Planning
  • B. Eng, Royal Military College Of Canada
    B. Eng, Royal Military College Of Canada
    Electrical Engineering
  • Teluq - Personal Financial Planning
    Teluq - Personal Financial Planning
    Wealth Management, Financial Planning, Retirement Planning, Investments, Income Tax, Insurance

Frequently Asked Questions about Marc Perron

What company does Marc Perron work for?

Marc Perron works for Investia Financial Services

What is Marc Perron's role at the current company?

Marc Perron's current role is Mutual Fund Representative at Investia.

What is Marc Perron's email address?

Marc Perron's email address is ma****@****ico.com

What schools did Marc Perron attend?

Marc Perron attended Mba, Hec Montreal, B. Eng, Royal Military College Of Canada, Teluq - Personal Financial Planning.

What are some of Marc Perron's interests?

Marc Perron has interest in So I (Happily) Tag Along), Economic Empowerment, Of Course, Science And Technology, Financial Planning, Health.

What skills is Marc Perron known for?

Marc Perron has skills like Finance, Financial Analysis, Leadership, Cross Functional Team Leadership, Financial Planning, Strategic Financial Planning, Forecasting, Mergers And Acquisitions, Investments, Wealth Management, Retirement Planning, Business Planning.

Who are Marc Perron's colleagues?

Marc Perron's colleagues are Bruce Mainprize, Rachel Jansz, Mba, Nadia Stubbert, Robin Lindsay, Gary Ash, Cheryl Campbell, Francis Massicotte Cim.

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