Gary Perron

Gary Perron has earned a respected place in Canada’s investment industry through more than four decades of steady leadership, independent thinking, and proven results. His career covers private wealth asset management, board service for public companies, and the creation of both public and private enterprises that have achieved sustained success. He has served as CEO, managing director, portfolio manager, and business founder, helping to shape the standards of independent wealth advisory in Western Canada. His approach has influenced industry practices in client alignment, accountability, and operational independence. Beginning his financial career in 1977 at BMO Nesbitt Burns (and predecessor Burns Fry) in Calgary, he spent 36 years developing an investment philosophy based on discipline, adaptability, and accountability. These guiding principles became the framework for the independent firms he would later establish. In the 1990s, he co-founded a Calgary-based boutique fund management company that grew into a national operation with offices in Calgary and Toronto. The firm became recognized for its strong record of risk-adjusted returns and efficient capital use, positioning itself as a competitive alternative 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. The firm operated independently from Canada’s largest banks and introduced the Kipling Funds, which earned recognition for consistent long-term performance. In 2018, PPWM merged with Cumberland Private Wealth, bringing together two independent advisory firms with a client-first philosophy while expanding service capabilities under a broader national platform. Alongside his portfolio management work, he has served on numerous public and private boards since 1988, contributing to corporate growth in industries such as energy, real estate, and finance. He co-founded several businesses that major industry players successfully acquired. In 2017, he co-founded a marina and dealership group that has become Canada’s largest freshwater network, now operating 20 marinas and 11 dealerships. This reflects his ability to lead large-scale, asset-focused ventures outside of 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. In 2009, he founded a charitable foundation that has donated more than $5 million to registered charities in Calgary. Under his leadership, the team at Perron & Partners Wealth Management (Calgary Cumberland Private Wealth) has been honored with Canadian Hedge Fund Awards nominations in 2022, 2023, and 2024 for the Kipling Funds, a 2024 Advisory Team of the Year (Under 10 staff) Award of Excellence, a 2023 5-Star Advisory Team Honor, and a 2025 Wealth Management Award. Throughout his career, Gary Perron has remained dedicated to independence, client-focused strategies, and performance that adapts to changing markets, continuing to demonstrate what independent advisory can accomplish in Canada.