LucĀ Perron, CFA

Vice-President, Portfolio Manager & Wealth Advisor

613-564-4819 | Email me
1-800-267-7680

I provide comprehensive financial and investment solutions for English- and French-speaking individuals and their families.

Working with a relatively small client base allows me to develop personal relationships with each of my clients. Those relationships, in turn, provide me with the in-depth understanding of my clients’ needs - as well as the level of trust – required to actively manage their portfolios and make thoughtful decisions in the face of today’s often overwhelming markets.

I hold a commerce degree from McGill University and have acquired the designation of Chartered Financial Analyst.

As a Porfolio Manager with RBC Dominion Securities, I am supported by insurance, and tax and estate planning specialists.

My financial services career, both in Canada and the U.K., has honed my ability to listen, understand and translate client dreams into well-executed investment strategies. My constant emphasis on communication ensures that those strategies are continually refined to reflect changes in client objectives, always preserving the delicate balance – unique to each client – between growth and preservation of assets.

An avid photographer, in my spare time I can also be found skiing the slopes with my family or golfing. I have four wonderful children, Sara, Kyle, Monique and Nathalie.