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garyperron

Gary Perron

@garyperron
Gary Perron has built a respected presence in Canada’s investment industry over more than forty years, marked by steady leadership, independent strategies, and consistent results. His career spans private wealth asset management, public company directorships, and the creation of high-performing public and private businesses. He has served as CEO, managing director, portfolio manager, and business founder, influencing the way independent wealth advisory operates in Western Canada. His approach has helped shape industry practices around client alignment, accountability, and operational independence. His financial career began in 1977 at BMO Nesbitt Burns (and predecessor Burns Fry) in Calgary, where he worked for 36 years. During this time, he developed a disciplined, adaptable, and accountable investment approach that later became the foundation of the independent firms he would establish. In the 1990s, he co-founded a boutique fund management company in Calgary that expanded into a national presence with offices in Calgary and Toronto. Built on risk-adjusted returns and efficient capital use, it became a competitor to traditional bank-run investment houses. In 2013, he launched Perron & Partners Wealth Management (PPWM) to serve high-net-worth clients, family offices, foundations, and business owners. PPWM operated independently from Canada’s largest banks and introduced the Kipling Funds, recognized for their long-term performance. By 2018, PPWM merged with Cumberland Private Wealth, combining two independent advisory firms with a client-first focus and expanding services across a national platform. Alongside his wealth management career, he has held public and private board roles since 1988, contributing to growth in sectors including energy, real estate, and finance. He co-founded multiple businesses that achieved successful sales, including companies acquired by major industry players. In 2017, he co-founded a marina and dealership group that has become Canada’s largest freshwater operation, with 20 marinas and 11 dealerships. This venture reflects his ability to lead large-scale businesses beyond traditional markets. He holds a Bachelor of Commerce (Honors) from the University of Manitoba, earned his CFA designation in 1984, and completed the Institute of Corporate Directors program in 2015. He also established a foundation in 2009 that has contributed over $5 million to registered charities in Calgary. Under his leadership, his team at Perron & Partners Wealth Management (Calgary Cumberland Private Wealth) has been recognized with Canadian Hedge Fund Awards nominations in 2022, 2023, and 2024 for the Kipling Funds, a 2024 Advisory Team of the Year Award of Excellence, a 2023 5-Star Advisory Team Honor, and a 2025 Wealth Management Award. Throughout his career, Gary Perron has remained committed to independence, client focus, and strategies that adapt to changing markets, continuing to influence what independent advisory can achieve in Canada.
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