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Perry Zuccolo

Perry's foundation was built on strong academic successes and complemented with a career spanning over 20 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, he studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. He also holds the Professional Financial Planning designation from the Canadian Securities Institute.

Contact:
I support these types of investment needs:
  • Holistic Wealth Management
  • Wealth Creation
  • Comprehensive Financial Planning
  • Legacy and Succession Planning
  • Tax Planning
  • Insurance Solutions
  • Discretionary Investment Management
  • Managed Portfolio Solutions
  • Philanthropic Solutions
  • Alternative Investments

www.perryzuccolo.com

604.699.0832
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/perry-zuccolo-2989b9a/

BA (Econ), PFP®

  • Vancouver
Photo of Perry Zuccolo

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