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      Perry is an experienced advisor to family businesses helping family members assess their readiness for the succession process and navigate through transition issues. For family businesses, Perry facilitates the development of tailored governance structures and management and ownership transition plans.

      1. Education and qualification
        • B.Comm., University of Alberta
        • Family Enterprise Advisor designate
      2. Accreditations
        • CPA CA
        • CBV, Canadian Institute of Chartered Business Valuators
        • CFP, Financial Planning Standards Board
        • Family Business
        • Succession Planning
      3. Community involvement
        • Member, Family Enterprise Exchange
        • Member, Family Firm Institute
        • Chair, Health and Fitness Committee, Toronto Cricket Club