A well-established financial professional, Sylvain Perron has worked in the industry since the late 1990s. He acquired his experience with a major Quebec institution, first as a financial planner and then as a portfolio manager. He has built a solid reputation over the years, especially with a clientele of entrepreneurs and professionals with highly diversified and sophisticated needs. He is known for his active listening skills and his vast expertise, enabling him to provide his clients with an integrated, personalized private management offering. He also helps them to better understand their portfolios.
Mr. Perron holds an MBA (Finance option) from Université Laval and a Bachelor’s degree in Finance from Université du Québec à Chicoutimi. Sylvain also holds the Financial Planner designation (Fin. Pl.), the designation of Chartered Investment Manager (CIM®), as well as the Fellow of CSI (FCSI®), the most highly recognized and respected distinction in the Canadian financial services industry.
