Growing and protecting your wealth. Maintaining financial security throughout your life. Creating a legacy for future generations.
Whatever your priorities may be, we’re here to thoughtfully guide you with customized portfolio design and wealth management strategies.
Work with a dedicated Portfolio Manager to implement a fully customized portfolio and/or complete wealth management strategy.
Not ready to talk? Request an information package here.
contact@cpwm.ca | 1-800-929-8296
If you’re interested in superior investment management without the one-on-one Private Wealth experience, consider our Portfolio Advisor Tool (PAT). It offers online access to some of our best thinking for accounts of $50,000 or more.
99 Yorkville Avenue
Suite 300
Toronto, ON
Canada M5R 3K5
(1) 416.929.1090 or
1.800.929.8296 in Canada
Fax 416.929.1172
Perron & Partners
Dome Tower, TD Square
Suite 1800, 333 – 7th Avenue SW
Calgary, Alberta
T2P 2Z1
(1) 403.705.1200
Fax 403.705.1211
The Woolen Mill
4 Cataraqui Street, Suite 108
Kingston, ON
K7K 1Z7
Tel: (1) 613.929.1090
