Luc 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.

Extended Team 

Joe Power, B.A., LL.B | Will & Estate Consultant

Joseph can help you address your various estate planning concerns and recommend the steps to take to achieve your goals whether it's updating your Will, creating a trust or setting up a charitable foundation. Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991, and was called to the Ontario Bar in 1993. He is an associate Member of The Society of Trust and Estate Practitioners. Joseph was an instructor for the Ontario Bar Admission Course in Estate Planning and has been an instructor at the University of Ottawa Law School since 2003 teaching the Law of Succession.

Jonah Rabinovitch, B.A., LL.B., CFP | Financial Planning Specialist

At RBC Dominion Securities, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Jonah Rabinovitch, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs. Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.

Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada. As a Financial Planning Specialist at RBC Wealth Management Services, Jonah’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.  

Michel Roy | Estate Planning Specialist 

Michel assists clients using innovative insurance-based strategies, which include life and disability insurance, critical illness and long term care insurance, annuities, retirement compensation arrangements (RCA), individual Pension Plans (IPP), and group benefit programs.