Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Peter Perri

CEA, CLU®
Financial Planner

Peter comes to us after working for approximately 14 years at CI Investments, one of Canada’s leading wealth management companies, where he was promoted to the role of Vice Pr...

Edward Van Veen

CFP®
Client Care Manager

Van Veen Financial Areas of Specialization: Wealth accumulation Retirement income planning Estate Planning Life Insurance Disability Insurance Critical Illness Insurance Group...

Jacqueline A. Burger

CFP®, CLU, CH.F.C.
Client Care Manager

Since 1982, Jacqueline A. Burger of Burger Financial Services Inc. has been providing individuals, families, small business owners, professionals and business institutions wit...

Jack J.

Office Manager

Jack brings 20+ years of experience in the financial industry including 15 years with IPC Investment Corp. He joined Perri Wealth Management in May 2017. His role is to assist...

Amanjot Hans

CFP®
Associate Financial Advisor

Aman joined our team in 2020 as a part-time client service representative and decided to continue her professional journey with us after she graduated with honours from Seneca...

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Peter Perri

CEA, CLU®
Financial Planner

Peter comes to us after working for approximately 14 years at CI Investments, one of Canada’s leading wealth management companies, where he was promoted to the role of Vice President. During his time at CI, Peter successfully advised clients in various aspects of wealth management. He specializes in identifying clients’ unique needs and making sound investment recommendations. He is a graduate of York University with a Bachelor of Arts degree in Economics.

 

Insurance products available through Perri Capital Management Inc.

Edward Van Veen

CFP®
Client Care Manager

Van Veen Financial Areas of Specialization:

  • Wealth accumulation
  • Retirement income planning
  • Estate Planning
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Group Benefit Plans
  • Group Pension and RRSP

Jacqueline A. Burger

CFP®, CLU, CH.F.C.
Client Care Manager

Since 1982, Jacqueline A. Burger of Burger Financial Services Inc. has been providing individuals, families, small business owners, professionals and business institutions with a wide range of financial planning services.

By using a comprehensive investment approach, she assists clients with assessing their risk tolerance and helps them to select appropriate asset allocations for their specific investment needs, from retirement and estate planning to small business succession planning.

On the protection side, Jackie conducts thorough needs analyses with her clients' specific situations, in order to determine what levels of insurance coverage are the most appropriate for their particular circumstances. Insurance services are provided through Burger Financial Services Inc. 

With a wide range of ever-expanding products & services to offer, she looks forward to continuing to service existing clients, while increasing business through referrals from satisfied customers.

Jackie earned her Chartered Life Underwriter (CLU) designation in 1990, quickly followed by the Chartered Financial Consultant (CH.F.C.) in 1992. The Certified Financial Planner (CFP®) designation was granted in 1996. On-going continuing education courses and seminars keep her current with the inevitable changes that occur. Jackie is a member of Advocis and The Canadian Association of Financial Planners.

Jack J.

Office Manager

Jack brings 20+ years of experience in the financial industry including 15 years with IPC Investment Corp. He joined Perri Wealth Management in May 2017.

His role is to assist Peter with meeting preparations, client inquires and scheduling.

He assists with all inquiries related to your account, including account openings, account transfers, and estate settlements, and ensuring all aspects of any client’s concerns are handled with the highest level of client service.

Amanjot Hans

CFP®
Associate Financial Advisor

Aman joined our team in 2020 as a part-time client service representative and decided to continue her professional journey with us after she graduated with honours from Seneca College in May of 2020 in the field of Financial Planning. She is also an undergrad in Bachelors of Commerce (BCom).

During her time at Perri Wealth Management, Aman has taken a dedicated approach in helping clients by understanding their short and long term financial goals and by offering them unique solutions.

Amanjot is also a CERTIFIED FINANCIAL PLANNER professional with FP Canada.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.