Perry’s previous work experience was with a major Canadian bank as well as that of a tax auditor, tax specialist and tax fraud investigator. Perry’s philosophy is that financial planning is a lifelong journey, not a one-time occurrence and he enjoys educating his clients about financial planning issues. Perry helps his clients to develop comprehensive financial plans for reaching their goals and believes that ongoing reviews are important to every plan. Perry also specializes in tax, estate planning, insurance and debt restructuring.