Our Team

Gérald Perron, founder of Perron Sénécal Group, has been providing guidance to clients for over 40 years as a portfolio manager and financial planner. Gerald’s extensive experience has endowed him with invaluable knowledge, which he draws upon to help his clients achieve their personal and financial goals.

His exceptional talent, work and leadership have earned him the coveted title of Fellow of the Canadian Securities Institute (CICF). Over the course of his successful career, he has helped numerous individuals and families stay on course as they navigate life’s major milestones. He knows the importance of aligning financial objectives with personal goals and excels at making it happen.

When asked to summarize his work in a few words, Gérald puts it this way: “Our role is to help you avoid pitfalls and safeguard the capital you plan to take out of your business. ”

A husband and father, Gérald is originally from Bury in the Eastern Townships, where he grew up on a dairy farm. Gérald has always been very actively involved in charitable and philanthropic causes, especially in the areas of child welfare and mental health.

Jonathan joined the team after graduating from HEC in 2001 and became a partner in 2010.

The success of the partnership stems from the fundamental values and vision he shares with Gérald, the founder of the Group. These values—commitment, responsibility and integrity—coupled with a long-term vision that aligns with the Group’s objectives, are the cornerstones of a proven work ethic that fosters the best results over time.

Jonathan knows how to listen and to analyze and understand the needs of his clients in order to provide them with top quality service and solutions expressly tailored to their circumstances. He comes from an entrepreneurial background and is proud to share his talent with entrepreneurs like himself.

A Montreal native and father of two wonderful boys, Jonathan devotes his free time to outdoor and sports activities with his family, winter, and summer alike. He is also closely involved in organizing Perron Sénécal Group’s charitable events.

With over 20 years of experience in leading financial institutions, Oliver oversees all client service and portfolio management. A graduate of HEC Montréal (Bachelor of Finance), he is both a CFA and a Certified Investment Manager (CIM®), demonstrating consistent analytical rigour and disciplined execution.

An experienced investor, Oliver uses his strategic judgment to turn estate goals into concrete solutions focused on risk management, transparency, and sustainability.

He is actively involved in the community as treasurer of the REA Foundation, where he plays a key role in organizing a charity fashion show, seeing to governance and coordination issues and working with partners in support of the foundation’s mission.

Focus areas:

• Personalized wealth advice and portfolio construction
• Management discipline, proactive communication and ongoing monitoring
• Community leadership and nonprofit governance

With more than 40 years of experience in the financial services industry, including 38 years with BMO Nesbitt Burns, Caroline brings extensive expertise and a longstanding commitment to delivering exceptional client service. Throughout her career, she has cultivated a professional approach grounded in discipline, dedication, and meticulous attention to detail.

Highly organized, proactive, and dependable, Caroline plays a key role in account administration and the smooth execution of daily operations. Her strong client-service mindset, combined with her efficiency and reliability, enables her to provide exceptional support to both clients and team members. Committed to delivering an outstanding client experience, Caroline is proud to be part of a team that shares her values of professionalism, integrity, and client-focused service.

Outside of work, Caroline enjoys travelling and discovering new cultures. She is also an avid alpine skier and a passionate follower of Formula 1 racing.

Kimberly Chan joined the Perron Sénécal Group in 2025 to enhance the depth and expertise in the financial planning and tax sector. She brings over 15 years of experience in financial services and tax planning. She has managed large client portfolios and developed in-depth expertise in personal and corporate taxation.

She has completed all her courses for her Master’s in Taxation and is currently enrolled to write her thesis. She leverages her strong organizational skills and extensive knowledge of finance and taxation to effectively support the team. She currently holds a Bachelor’s degree in Commerce from Concordia University’s John Molson School of Business and holds the financial planner designation (F. Pl.).

Originally from the beautiful Charlevoix region, she is trilingual in English, French, and Cantonese. Outside of work, she enjoys traveling and spending time with her husband and two young daughters.

With nearly 30 years of experience in the administrative field, Mélanie brings strong expertise in organization, coordination, and client service. Before joining the Perron Sénécal Group in 2025, she held various roles such as coordinator, assistant, and internal sales representative, always within sales and administrative teams.

Throughout her career, Mélanie has been actively involved in organizing and coordinating events for clients and employees, including recognition evenings, charitable activities, and facility tours. Known for her team spirit, proactivity, and enthusiasm, she is committed to supporting colleagues and delivering an exceptional client experience. She places great importance on client satisfaction and trust—key values in wealth management.

Mélanie is proud to be part of a highly skilled and dedicated team that prioritizes client relationships and portfolio management.

Jean-Christophe began his career with the Bank of Montreal in 2007. He has worked in several areas at the Bank throughout his time here, gaining a wide range of skills and expertise.

Since 2021, Jean-Christophe has successfully leveraged this experience as a member of the Perron Sénécal Group, overseeing administrative management and cultivating close relationships with our clients.

An indispensable member of the team, Jean-Christophe is there to assist you with all your transactions, so you know you can always count on professional and personalized service.

As a recent addition to Perron Sénécal Group, Rilen is dedicated to helping clients navigate financial markets with clarity, discipline, and confidence. Originally from Mauritius, he brings a global perspective shaped by diverse cultural and economic environments.

With more than eight years of experience in wealth management across leading financial institutions, he adopts a strategic, results driven approach focused on portfolio optimization, sustainable performance, and alignment with clients’ long term objectives.

He is currently pursuing the Chartered Investment Manager (CIM) designation to further strengthen his expertise in portfolio management and strategic advisory. Beyond finance, Rilen is actively involved in community initiatives and charitable efforts across Montreal. A strong believer in discipline and teamwork, he is passionate about soccer and table tennis—sports that reflect his competitive spirit and commitment to continuous improvement.