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Perry Hart, Financial Advisor

FINANCIAL ADVISOR
Perry D Hart

672 Woolwich Street, Guelph, ON N1H 3Z1opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth protection strategies
  • Estate and legacy strategies
  • Retirement savings strategies
  • Special needs financial considerations
  • Business owner considerations
  • Charitable giving

About Perry

My background in having been both a small business owner, as well as the VP of Sales and Marketing for a Tech Company, has allowed me to build a practice where I understand both the needs of client's that are complex, as well as those who need to know they will have what is required for the retirement they envision for themselves.

The goals may be challenging, yet the process is simple…I listen and ask questions. The biggest question I ask is, "What is important to you?" With the answer to that question, I work to help people reach their...

Work History

  • Edward JonesFebruary 2019 to Current

Education

  • Brock UniversityMaster of Divinity
  • Trent UniversityBachelor of Business Admin

Personal Interests

  • Personal Fitness
  • Home Improvement
  • Art & Theater
  • Movies & Entertainment
  • Technology

Team Members

  • Jason Kennedy
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:30PM
Tue 09:30AM - 04:30PM
Wed 09:30AM - 04:30PM
Thu 09:30AM - 04:30PM
Fri 09:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(519) 823-9612

Fax

(866) 479-7337

Office Address

672 Woolwich Street
Guelph, ON N1H 3Z1opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More