Danny Pero

Danny brings over 16 years of financial services experience to his team and their clients. He began his career in 2001 as an Investment Advisor and has worked in various roles including Branch Manager. Danny's focus is on providing a comprehensive wealth strategies to help individuals, families and business owners secure their financial legacy. Danny is committed to a deep relationship with his clients in order for fully understand their needs.

Contact :
Je réponds à ces types de besoins de placement :

• Création de richesse
• Planification financière complète
• Planification de l’héritage et de la succession
• Planification fiscale
• Solutions d’assurance
• Solutions de gestion de portefeuille
• Philanthropic Solutions
• Alternative Investments

https://wealthpoint.ca
dpero@cgf.com
604.699.0841
800.663.1899 (Numéro sans frais Canada)
800.663.8061 (Numéro sans frais États-Unis)
Fax: 604.643.7606
https://www.linkedin.com/in/danny-pero-03580321/

• Vancouver