As the senior partner of Groupe Perron Sénécal, Gérald offers more than 35 years of investment and financial planning experience allowing him to assist his clientele in achieving their personal and financial goals. He holds a Fellow of the Canadian Securities Institute (FSCI) designation. Over the years, he has successfully guided clients through various phases of their lives, especially the vagaries of the stock market. He knows the importance of linking financial goals to personal goals. Gérald also has a strong philanthropic presence through his involvement in various charities, embracing the wellbeing of children and supporting the cause of mental health.
Jonathan joined the Group in 2001 after completing his studies in finance at HEC Montréal. Over the years, he has developed strong relationships with the clientele. He takes at heart understanding every client’s situation and objectives, and meeting them with a personalized blue print. Jonathan participates actively in all the charity events of Groupe Perron Sénécal.
Oliver is responsible for all aspects of client servicing and portfolio management. He has more than fifteen years of work experience acquired across leading financial institutions. Oliver holds a Bachelor of Business Administration in Finance from HEC Montréal. He holds the Certified Investment Manager designation from the Canadian Securities Institute and is a Chartered Financial Analyst (CFA) charterholder. Oliver is dedicated to his community through his participation as a volunteer at the “REA Foundation”. He currently holds the position of Treasurer.
Vernon has worked with various divisions at the Bank of Montreal where he has gained ample experience in compliance and client relationships. His focus is centered towards client servicing as well as investment and financial planning. Vernon holds a Bachelor of Science from McGill University as well as the Certified Investment Manager designation from the Canadian Securities Institute.
Louis-Charles holds a bachelor's degree in finance from the John Molson School of Business, is a candidate for level 2 of the CFA and has successfully completed all the exams required to obtain the title of Chartered Investment Manager from the Canadian Institute of Securities. In his spare time, Louis-Charles loves to travel, play sports, read books and spend time with his family.
Efficient and always devoted to our customers, Caroline takes care of the administration of the accounts. She has over 36 years of experience in the financial services industry, including 33 years with BMO Nesbitt Burns.
Alex worked for over 2 years on the organization of the Groupe Perron Event, where he managed to develop excellent relationships with various sponsors and donors. He now supports the team in various administrative and investment management projects. Alex holds a Bachelor's degree in Finance from McGill University's Faculty of Business Administration. Passionate about aviation, he graduated from the Centre québécois de formation aéronautique (CQFA) and holds a Commercial Pilot License (CPL) as well as a Multi-Engine Instrument Rating (multi-IFR).
Jean-Christophe has worked at the Bank of Montreal for nearly 15 years. Having worked in several sectors of the Bank, he was able to develop various skills which will enable him to fulfill his responsibilities. These, for the Perron Group, are administration and communication with our customers. Indispensable to the team, he assists you in your transactions.