Michael Perry, CFA

Vice-President & Portfolio Manager

519-539-9277 | Email me

Michael began working for RBC Dominion Securities in 1996, and by fulfilling a broad range of roles - operations expert, research associate, and program manager - developed the expertise to build customized client portfolios.  After a successful career advising RBC Dominion Securities' top advisors, Michael decided to move back to his hometown of Woodstock and use his knowledge and expertise to advise local investors.
Michael holds the internationally recognized designation of Chartered Financial Analyst (Charterholder #53943).  Denoting expertise in securities valuation and portfolio management, charterholders are also held to a stringent code of ethics.  In 2008, Michael achieved the Financial Management Advisor designation from the Canadian Securities Institute.
Born and raised in Woodstock, he is married to his high school sweetheart Samantha.  They have two wonderful children, a daughter Olivia and a son Warren.  Past community involvement includes The Sakura House Cabinet Committee, Treasurer of Woodstock Special Olympics and teaching Investment courses at the local Fanshawe College.
 An avid sports enthusiast, Michael enjoys running, squash, the outdoors, and travel.