About Perks

Since 1981, we’ve established a reputation for helping others Discover Success through our sophisticated advisory, private wealth and business services.

Our Vision

 To be the trusted partner of business owners, families and individuals, guiding them through every stage of their financial journey.

Our Mission

In everything we do, we:

Provide excellence in service and advice that is highly valued by our clients.
Give our people the opportunity to develop their skills, strive for excellence and forge great careers.
Adopt a long-term collaborative approach with our clients, based on trust and mutual respect.
Lead the way in our industry and provide opportunities to attract and retain the best talent.
Give back to our local community by providing support to those in need or facing hardship.

Our Values

Long Term Relationships

We care. Our open and honest relationships are based on trust and integrity.

Clarity

We talk the same language, providing well-defined solutions to complex issues.

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Go Beyond

We aim to exceed expectations in all we do. We challenge ourselves.

Inspired Thinking

We innovate to get the best outcomes.

Positive Approach

We value motivated, enthusiastic and compassionate people.

Our Insights

Get in touch.

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