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Scott Perfonic

Scott Perfonic

Followers of Scott Perfonic1000 followers
location of Scott PerfonicBritish Columbia, Canada

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  • Timeline

  • About me

    Vice President, Investment Services at Guardian Capital

  • Education

    • British Columbia Institute of Technology / BCIT

      -
      Financial Management

  • Experience

    • Raymond James Ltd.

      Sept 2001 - May 2015

      Since starting my career at Raymond James in 2001, I have had an Executive role in both Vancouver and Toronto where my key responsibility was to build the firm’s Managed Account and Fee-Based business. I have extensive experience in portfolio manager research, portfolio construction and portfolio management. My experience in the managed account business has allowed me to make key connections with portfolio managers and investment specialists to ensure that my clients are able to access leading investment strategies. As a licensed Portfolio Manager, I specialize in constructing solutions for High Net Worth clients and believe in a diversified, active approach to investing. Show less

      • Financial Advisor

        May 2014 - May 2015

      • Vice President

        Sept 2001 - Apr 2014

    • Guardian Capital

      May 2015 - now
      Vice President, Investment Services

  • Licenses & Certifications

    • Chartered Investment Manager (CIM)

      Canadian Securities Institute (CSI)