Scott Perfonic

Scott Perfonic has extensive experience in the investment services industry. Scott worked as Vice President of Investment Services at Guardian Capital from 2015 onwards. Prior to that, they had a long career at Raymond James Ltd. where they held various executive roles in both Vancouver and Toronto. At Raymond James, Scott was responsible for building and growing the firm's Managed Account and Fee-Based business. Scott specialized in portfolio manager research, portfolio construction, and portfolio management. Scott's experience in the managed account business allowed him to establish key connections with portfolio managers and investment specialists to ensure that their clients had access to leading investment strategies.

Scott Perfonic attended the British Columbia Institute of Technology where they pursued a degree in Financial Management. However, the specific start and end years of their education are not provided. In addition to their degree, Scott obtained a certification as a Chartered Investment Manager (CIM) from the Canadian Securities Institute (CSI). The month and year of when they obtained this certification are not specified.