Shawnalynn Perron, MBA, CIM, FEAPortfolio Manager
Shawnalynn Perron joined her father Gary at Perron & Partners in 2011. With a range of professional experience in investing and research, she saw that she could contribute to the firm's central strength: meeting the unique needs of individual clients.
Shawnalynn's background includes equity research, business and strategy development, and investor relations. Her goal with clients is to deliver clarity and comfort in a process that can otherwise be overwhelming or uncertain for clients. To this end, she partners with clients to develop investment strategies, educating them as they make decisions together.
With a Bachelor's degree from the University of Waterloo and a Master's degree in Business Administration from the University of Calgary, Shawnalynn also holds the designations Certified Investment Manager (CIM) and Family Enterprise Advisor (FEA). Offered through the Institute of Family Enterprise Advisors (IFEA), the FEA designation allows her to serve the needs of high-net-worth families and business owners, with specialized knowledge on topics such as business family dynamics and continuity planning.
She enjoys playing sports, is involved in both local and international fundraising programs and, since 2008, has been matched to a 'little brother' through Big Brothers & Big Sisters.