Marc Perron Email & Phone Number

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

Listed skills include Finance, Financial Analysis, Leadership, Cross Functional Team Leadership, and 20 others.