Perry Zuccolo, BA (Econ), PFP

Coordonnées du contact

>  Courriellez-moi
T :        604.699.0832
TC :     604.682.2574
SF :  1.800.663.1899 

Adresse 

P.O. Box 10337
Pacific Centre 
Suite 2200 
609 Granville Street 
Vancouver, BC 
V7Y 1H2 

 

Investment Advisor

Endroit: Vancouver

My Commitment To You

Your goals and aspirations are my primary focus in building a relationship of trust. The cornerstone of my commitment is defined by your needs and they lay the groundwork for your customized solution. I'll work diligently on your success with our generations of expertise and best in class wealth management solutions.

Staying informed and keeping you up to date is a mandate that cannot be underestimated. Making no assumptions about who you are and where you want to go, is pinnacle. I believe ongoing communication will ensure a clear understanding.

Investment Philosophy

Provide a higher level of comprehensive financial solutions that focus on the capital preservation and growth of my clients assets in the long term. My holistic approach encompasses the fundamentals of Professional Financial Planning that include in depth Retirement Planning, Investment Planning, Corporation Investment Management, Strategic Philanthropy, Insurance Solutions* and Estate Planning*.

I've spent my career building clear paths to retirement that empower you to plan for the important milestones in your life. Together, we will make it happen.

*Through Canaccord Estate Planning Services Ltd.

Products and Services

Working on solutions to satisfy your needs, we will draw from a comprehensive universe of products and services that include:

  • Tax efficient investment strategies
  • Wealth Management, Managed Portfolio Solutions
  • RRSPs & Individual Pension Plans
  • Mutual Funds
  • Preferred shares
  • Stocks
  • Bonds, GICs & Treasury
  • Private Placements, IPOs & New Issues
  • Flow Through Shares
  • Charitable Foundations

Biography

I have been fortunate enough to have been raised in Vancouver and enjoy all the great social, cultural and sporting aspects that our beautiful city has to offer. Working with a variety of charities I enjoy raising awareness and funds for Cancer Research, KidSport, The United Way and The Salvation Army. Two beautiful young children and a loving wife help keep my perspective on the world.

My foundation was built on strong academic successes and complimented with a career spanning over 15 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, I studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. I also hold the Professional Financial Planning designation from the Canadian Securities Institute.

I've worked extensively as an Economic and Financial Analyst in a host of global fields. As an experienced Investment Advisor my career has taken me from chartered banks investment management up to Canaccord Financial Private Client Services. My ongoing education and experience has brought great value to my client's lives and I'll continue to fulfill my commitments on every level.