Thomas Perri
Administrative AssistantThomas Perri joined Executive Wealth Advisors in October 2024. After graduating top of his class in finance from St. Francis Xavier University, he led financial operations for a new venture, building investor relationships and structuring private seed financing.
At Executive Wealth Managers, Thomas focuses on client management and administrative support, ensuring organized, meaningful interactions. He is actively pursuing his Chartered Investment Manager (CIM) designation, having completed Volume 1 of the Canadian Securities Course and currently studying for Volume 2, with plans to continue through the full certification path. Committed to community involvement, Thomas actively participates in charitable events throughout the year, including tree planting initiatives with Living Green.
Outside of work, you can most likely find Thomas on the golf course or watching a Steeler’s game with his family.
