Katherine Perez

Senior Financial Advisor at 3Macs - Montreal, Qc, CA

Katherine Perez's Colleagues at 3Macs
Michel Bergeron

Vice president principal, gestionnaire de portefeuille, directeur de succursale

Contact Michel Bergeron

Ian Turner

Associate Portfolio Manager

Contact Ian Turner

Taylor Mactavish

Investment Advisor Assistant

Contact Taylor Mactavish

Nerfe Lasangue

Investment Advisor Assistant

Contact Nerfe Lasangue

Lynn Sullivan

Portfolio Manager / Investment Advisor

Contact Lynn Sullivan

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Katherine Perez's Contact Details
HQ
519-645-1110
Location
Calgary,Alberta,Canada
Company
3Macs
Katherine Perez's Company Details
3Macs logo, 3Macs contact details

3Macs

Montreal, Qc, CA • 250 - 499 Employees
Investment Bank/Securities Brokerage

Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF. In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc. and renamed the firm Raymond James Ltd. Our predecessor companies have been serving Canadian investors for nearly 80 years.In 2016 Raymond James Ltd. acquired 3Macs (MacDougall, MacDougall & MacTier Inc.), a respected investment firm founded in 1849 before Canada's Confederation. 3Macs complemented Raymond James Ltd.'s private client business by adding 72 advisors and more than CDN $6 billion of client assets on behalf of individuals and families. The combined firm created Canada's largest independent investment dealer. Raymond James Ltd. is a member of the: Investment Industry Regulatory Organization of Canada (IIROC), Investment Funds Institute of Canada, Canadian Investor Protection Fund.

Wealth Management Portfolio Management Research Investment Council
Details about 3Macs
Frequently Asked Questions about Katherine Perez
Katherine Perez currently works for Raymond James Ltd..
Katherine Perez's role at Raymond James Ltd. is Senior Financial Advisor.
Katherine Perez's email address is ***@raymondjames.ca. To view Katherine Perez's full email address, please signup to ConnectPlex.
Katherine Perez works in the Financial Services industry.
Katherine Perez's colleagues at 3Macs are Michel Bergeron, Roman Ivantchenko, Ian Turner, Taylor Mactavish, David Cobbett, Nerfe Lasangue, Lynn Sullivan and others.
Katherine Perez's phone number is 519-645-1110
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