EXCELLENCE AWARDEE: The Avenue Living Award for Portfolio/Discretionary Manager of the Year

Shawna Perron

https://www.facebook.com/nourprivatewealth/

@nour_private_wealth

@transalta

Shawna Perron is a Portfolio Manager specializing in wealth management with a particular focus on guiding clients through key financial transitions. She works closely with individuals and families as they move from self-directed investing to professional portfolio management and as they navigate complex milestones such as retirement, estate planning, and intergenerational wealth transfer. Taking a holistic and highly personalized approach, Shawna integrates investment management with comprehensive financial planning. Her expertise spans retirement income strategies, estate and legacy planning, and long-term wealth preservation, helping clients build clarity and confidence through every stage of their financial journey. Shawna holds a master of business administration (MBA). She also holds the designations of Trust and Estate Practitioner, Chartered Investment Manager and Family Enterprise Advisor. These designations reflect her deep technical knowledge and commitment to supporting not only financial outcomes but also the broader family and legacy considerations that shape effective wealth management. Known for her thoughtful guidance and strong client relationships, Shawna is dedicated to delivering disciplined strategies and practical advice tailored to each client’s unique goals and evolving needs.

@mldwealthmanagementgroup5617

@blackfishfinance

Robert Frances

Founder, Chairman and CEO of PEAK Financial Group

Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group