Perry Wealth Advisory Group

Steven Perry leads The Perry Wealth Advisory Group at BMO Private Wealth Fredericton. Steve and his team advise affluent individuals, entrepreneurs, professionals and their families and provide comprehensive investment management and wealth planning services to address their complex needs.

Despite Steve’s sophisticated financial knowledge and expertise, he is approachable and speaks in terms everyone can understand. Most importantly, he takes the time to understand each client’s unique vision, goals, liabilities, attitudes, and circumstances. 

An experienced advisor with over two decades of serving clients at BMO Nesbitt Burns, Steve holds the Chartered Investment Manager (CIM) and Fellow Canadian of Securities Institute designations. After graduating with a Bachelor of Business Administration from Acadia University, Steve has maintained a commitment to ongoing learning. However, his richest learning experiences have come from his clients.

A native of Prince Edward Island, Steven is a long-time resident of Fredericton, he shares his home and life with his wife, Michelle, their two sons, Michael and Scott, and extended family members Gucci the cat and Willie Nelson the dog. A proud Rotarian, Steve has been serving the community as a member of the Fredericton North chapter since 1987. Steve enjoys an active lifestyle through tennis, golf, skiing and long walks with Willie. 

Ambitious, reliable, and kind-hearted, Lindsay is responsible for managing the day-to-day elements of Steve’s practice which includes answering client inquiries, movement of money in and out of accounts, organizing all documentation, preparing for client meetings, account administration and so-on.

Lindsay is currently pursuing her IIROC licensing. She holds a Bachelor of Business Administration degree from St. Francis Xavier University and has over five years of experience in the financial industry.

Lindsay grew up in the small town of Perth-Andover, NB and has been living in Fredericton with her partner, Scott, since finishing up her time at university. She is kept busy with her two dogs, Nash and Stella and her cat Gwen. In her spare time, Lindsay enjoys singing and playing guitar at local venues and events. She is also an avid sports fan and spends her weekends playing hockey and skiing during the winter months.