Perry Eisener

Q: What is Perry Eisener email address?

Email Perry Eisener at perry.eisener@ig.ca and perry.eisener@investorsgroup.com. This email is the most updated Perry Eisener's email found in 2026.

Q: How to contact Perry Eisener?

To contact Perry Eisener send an email to perry.eisener@ig.ca or perry.eisener@investorsgroup.com. If you want to call Perry Eisener try calling on 905-259-5342. (updated on February 17, 2025)

Certified Financial Planner at IG Wealth Management | Whitby, Ontario, Canada

About Perry Eisener

Perry Eisener, a seasoned Certified Financial Planner at IG Wealth Management, brings over a decade of dedicated experience in helping clients navigate the complexities of their financial journeys. Currently, Perry specializes in delivering comprehensive financial planning solutions tailored to the unique needs of business owners, professionals, retirees, and their families. His expertise spans a broad spectrum of services, including investment planning, insurance strategies, cash flow management, tax planning, estate planning, and retirement strategies. Perry’s approach is rooted in understanding what matters most to his clients—whether it's securing a comfortable retirement, funding education, or preserving wealth for future generations—and translating those priorities into actionable, personalized financial plans.

At IG Wealth Management, Perry is actively involved in key projects that focus on optimizing investment strategies and enhancing tax-efficient wealth accumulation. His proficiency in mutual funds and investment strategies allows him to craft diversified portfolios aligned with clients’ risk tolerance and long-term objectives. Perry’s commitment to providing exceptional service is evident in his proactive communication and ongoing review process, ensuring that each client’s financial plan adapts to changing life circumstances and market conditions. His deep understanding of estate planning and insurance solutions further supports clients in protecting their assets and ensuring a legacy for their loved ones. With a client-centric philosophy, Perry Eisener continues to build long-term relationships founded on trust, integrity, and tailored advice, helping clients achieve their financial goals with confidence and clarity.

Perry Eisener Work

Certified Financial Planner at IG Wealth Management in September 2018 to Present

Financial Planner, RBC Financial Planning at RBC in August 2015 to August 2018

Financial Advisor at Scotiabank in March 2011 to July 2015

Perry Eisener Education

Fanshawe College, Diploma in Financial Planning Services, August 2026

Canadian Securities Institute, Personal Financial Planning Designation (PFP), August 2026

Canadian Securities Institute, Conduct Practices Handbook, August 2026

Perry Eisener Skills

Investment Planning

Insurance Planning

Cash Flow Management

About Perry Eisener's Current Company

IG Wealth Management

Discover more about IG Wealth Management

Frequently Asked Questions about Perry Eisener

What is Perry Eisener email address?

Email Perry Eisener at [email protected] and [email protected]. This email is the most updated Perry Eisener's email found in 2026.

What is Perry Eisener phone number?

Perry Eisener phone number is 905-259-5342.

How to contact Perry Eisener?

To contact Perry Eisener send an email to [email protected] or [email protected]. If you want to call Perry Eisener try calling on 905-259-5342. (updated on February 17, 2025)

What company does Perry Eisener work for?

Perry Eisener works for IG Wealth Management

What is Perry Eisener's role at IG Wealth Management?

Perry Eisener is Certified Financial Planner

What industry does Perry Eisener work in?

Perry Eisener works in the Financial Services industry.