Perry successfully achieved the Chartered Financial Planner designation and is a member of several financial planning organizations, including Advocis, the CFA Institute and the Financial Planning Standards Council.
He holds designations as a Certified Financial Planner, Chartered Financial Analyst, Certified Professional Consultant on Aging, Chartered Life Underwriter and Chartered Financial Consultant.
Perry graduated from the University of Saskatchewan in 1981 with a degree in commerce and has spent more than 25 years in areas sensitive to complex tax and legal issues. He has a diverse background including experience in the areas of real estate, investment, corporate structuring and financing; and has participated through ownership and management, in both closely help partnerships and widely held corporations.
Perry coordinates the tax and financial planning activities of the firm and is primarily responsible for the investment and wealth management aspects of our business through our dealer IPC Investment Corporation.
Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.