Frank Perillo, F.Pl.

Financial Planner

With over 20 years experience in the financial services industry, Frank has been helping individuals, families and businesses achieve their financial goals. He has attained the Financial Planner (Fin.Pl) designation regulated by the (IQPF) Institut Quebecois de Planification Financiere.He is supported by a network of highly skilled professionals, such as tax specialists, lawyers, and accountants. Frank focuses on delivering the full wealth management package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

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