Perry Petz
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Perry Petz Email & Phone Number

Investment Fund Advisor at Desjardins Financial Security Investments Inc.
Location: Calgary, Alberta, Canada 2 work roles 2 schools
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Current company
Desjardins Financial Security Investments Inc.
Role
Investment Fund Advisor
Location
Calgary, Alberta, Canada
Company size
254 employees

Who is Perry Petz? Overview

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Quick answer

Perry Petz is listed as Investment Fund Advisor at Desjardins Financial Security Investments Inc., a company with 254 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Perry Petz.

Perry Petz previously worked as Financial Advisor at Desjardins Financial Security Independent Network. Perry Petz holds B. Comm, Finance, Marketing from The University Of Calgary.

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Email format at Desjardins Financial Security Investments Inc.

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Desjardins Financial Security Investments Inc.

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Profile bio

About Perry Petz

18+ years of industry experience providing value to my clients by investing long-term in our relationship. By truly understanding a clients needs, goals and values I develop personalized financial strategies that resonates with each individuals unique circumstances. Specializing in retirement planning, investment management, estate preservation, tax optimizationand risk management.

Current workplace

Perry Petz's current company

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Desjardins Financial Security Investments Inc.
Desjardins Financial Security Investments Inc.
Investment Fund Advisor
toronto, ontario, canada
Website
investdfsi.ca
Employees
254
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2 roles

Perry Petz work experience

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Investment Fund Advisor

Current
Desjardins Financial Security Investments Inc.

Calgary, Alberta

Comprehensive wealth management for business owners and professional individuals. My services include retirement, investment estate, business succession and tax minimization planning.I am registered to offer mutual funds in the provinces of Alberta, British Columbia, Saskatchewan and Ontario.*Mutual funds are distributed through Desjardins Financial.

Aug 2006 - Present
Team & coworkers

Colleagues at Desjardins Financial Security Investments Inc.

Other employees you can reach at investdfsi.ca. View company contacts for 254 employees →

MT Madlen Todorova Madlen Todorova Colleague at Desjardins Financial Security Investments Inc.Toronto, Ontario, Canada, Canada View → ST Shawn Tammi Shawn Tammi Colleague at Desjardins Financial Security Investments Inc.Toronto, Ontario, Canada, Canada View → IB Ilyass Boujdi Ilyass Boujdi Colleague at Desjardins Financial Security Investments Inc.Ottawa, Ontario, Canada, Canada View → JL Josée Lacombe, Cpa Josée Lacombe, Cpa Colleague at Desjardins Financial Security Investments Inc.Montreal, Quebec, Canada, Canada View → GS Genevieve Skene Genevieve Skene Colleague at Desjardins Financial Security Investments Inc.Drummondville, Quebec, Canada, Canada View → EM Elechigan Manimaran Elechigan Manimaran Colleague at Desjardins Financial Security Investments Inc.Toronto, Ontario, Canada, Canada View → CH Chabane Hachour Chabane Hachour Colleague at Desjardins Financial Security Investments Inc.Canada, Canada View → NM Nicole Minquette Nicole Minquette Colleague at Desjardins Financial Security Investments Inc.Longueuil, Quebec, Canada, Canada View → BG Bruce Gullett Bruce Gullett Colleague at Desjardins Financial Security Investments Inc.Wawanesa, Manitoba, Canada, Canada View → AL Adrien Levesque Adrien Levesque Colleague at Desjardins Financial Security Investments Inc.Montreal, Quebec, Canada, Canada View →
2 education records

Perry Petz education

FAQ

Frequently asked questions about Perry Petz

Quick answers generated from the profile data available on this page.

What company does Perry Petz work for?

Perry Petz works for Desjardins Financial Security Investments Inc..

What is Perry Petz's role at Desjardins Financial Security Investments Inc.?

Perry Petz is listed as Investment Fund Advisor at Desjardins Financial Security Investments Inc..

Where is Perry Petz based?

Perry Petz is based in Calgary, Alberta, Canada while working with Desjardins Financial Security Investments Inc..

What companies has Perry Petz worked for?

Perry Petz has worked for Desjardins Financial Security Investments Inc. and Desjardins Financial Security Independent Network.

Who are Perry Petz's colleagues at Desjardins Financial Security Investments Inc.?

Perry Petz's colleagues at Desjardins Financial Security Investments Inc. include Madlen Todorova, Shawn Tammi, Ilyass Boujdi, Josée Lacombe, Cpa, and Genevieve Skene.

How can I contact Perry Petz?

You can use AeroLeads to view verified contact signals for Perry Petz at Desjardins Financial Security Investments Inc., including work email, phone, and LinkedIn data when available.

What schools did Perry Petz attend?

Perry Petz holds B. Comm, Finance, Marketing from The University Of Calgary.

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