Financial Security Advisor
CurrentStephane works alongside his clients to build a comprehensive financial plan that aims to minimize the stress associated with personal finances.
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@fl55.com
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Stephane Perron is listed as Financial Security Advisor at Freedom 55 Financial at Freedom 55 Financial, a with 2941 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a work email signal at fl55.com and a matched LinkedIn profile for Stephane Perron.
Stephane Perron previously worked as Financial Security Advisor at Freedom 55 Financial and Trader at Md Financial. Stephane Perron holds Financial Services, Finance from La Cité Collégial.
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Specialties: Stephane is a young professional who prides himself on his understanding the predicament of today’s investors. He has an unyielding focus to study economics making him especially strong in asset allocation. He knows that the main obstacle of today’s investors is often misinformation and the endless pursuit of another dollar. Integrity is a principle that he requires from everyone, including himself. He understands that ethics are not limited to established rules, but is instituted within.
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Stephane works alongside his clients to build a comprehensive financial plan that aims to minimize the stress associated with personal finances.
- Performed mutual fund, equity and fixed income transactions for both advisors and clients - Researched the different characteristics of many of the securities listed on the TSX and the TSX Venture - Applied all regulatory measures with the most ethical standard in the transaction of all securities - Implemented the standard practices of the NASDAQ, the OTC and several foreign equity markets - Participated in the sales campaigns of Canada, Ontario, Quebec and Israel savings bonds - Informed advisors and clients on the particularities of various corporate actions- Developed refined knowledge regarding the RRSP, Locked-in RRSP, RESP, RIFF, LIF and the TFSA- Provided support to dealer client regarding the reporting MD Funds - Drafted out and submitted a analysis on the reporting performance of dealer fund accounts at MD Management
Other employees you can reach at freedom55financial.com. View company contacts for 2941 employees →
Bruce Reid
Colleague at Freedom 55 FinancialParadise, Newfoundland And Labrador, Canada
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Erika Robillard
Colleague at Freedom 55 FinancialTillsonburg, Ontario, Canada
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Debbie Lang Cfp, Clu, Chs, Epc
Colleague at Freedom 55 FinancialVermilion Bay, Ontario, Canada
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Powell Dorothy
Colleague at Freedom 55 FinancialAbbotsford, British Columbia, Canada
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David Fairfield
Colleague at Freedom 55 FinancialCottam, Ontario, Canada
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Marinier Mario
Colleague at Freedom 55 FinancialQuebec, Canada
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Andrew Jones
Colleague at Freedom 55 FinancialKitchener, Ontario, Canada
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Theresa &Amp; Nestor Bodz
Colleague at Freedom 55 FinancialWinnipeg, Manitoba, Canada
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Ryan Law
Colleague at Freedom 55 FinancialKitchener, Ontario, Canada
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Phil Jonasson
Colleague at Freedom 55 FinancialOttawa, Ontario, Canada
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Quick answers generated from the profile data available on this page.
Stephane Perron works for Freedom 55 Financial.
Stephane Perron is listed as Financial Security Advisor at Freedom 55 Financial at Freedom 55 Financial.
AeroLeads has found 1 work email signal at @fl55.com for Stephane Perron at Freedom 55 Financial.
Stephane Perron is based in Ottawa, Ontario, Canada while working with Freedom 55 Financial.
Stephane Perron has worked for Freedom 55 Financial and Md Financial.
Stephane Perron's colleagues at Freedom 55 Financial include Bruce Reid, Erika Robillard, Debbie Lang Cfp, Clu, Chs, Epc, Powell Dorothy, and David Fairfield.
You can use AeroLeads to view verified contact signals for Stephane Perron at Freedom 55 Financial, including work email, phone, and LinkedIn data when available.
Stephane Perron holds Financial Services, Finance from La Cité Collégial.
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