Pereux Financial

Pereux Financial

The Pereux Financial Team

2015ReneRene R. Pereux, CLU, CH.F.C., CFP
President and Founder

Rene entered the financial planning industry in 1975 and over the years has acquired knowledge in all areas from basic financial planning to complex tax & estate planning.

His experience includes roles as General Manager for a major Canadian Life Insurance company for 24 years, as well as Founder and CEO of Daystar Financial, a leading insurance MGA, while at the same time developing his own company, Pereux Financial Services.

Rene has had several posts in both national and local industry organizations, and he is a member of CALU (The Conference for Advanced Life Underwriting), the Certified Financial Planners, the Business Exit Institute and Advocis – The Financial Advisors Association of Canada. He is also a Life Member of the Million Dollar Round Table (MDRT) at its two highest levels: Court of the Table and Top of the Table.

Rene earned his Chartered Life Underwriter (CLU) designation in 1985. He also earned his Chartered Financial Consultant (CH.F.C.) and Certified Financial Planner (CFP) designations in 1991 and 1995 respectively.

Rene has been awarded the honor of being inducted into the Sun Life Financial Hall of Fame. This prestigious honor recognizes those advisors who demonstrate the highest standards of leadership, perseverance, commitment and integrity in helping Canadians in achieving lifetime financial security.

To learn more about Rene, click here to read his feature article in Advantage Magazine.



2015LianneLianne Pereux, BSW
Insurance Advisor

Lianne’s practice is guided by her dedication to ethics, knowledge and communication. Her main passion is working with young entrepreneurs and business owners who are looking to grow and succeed both personally and professionally. Lianne's work focuses on providing custom insurance solutions, tax-planning strategies and risk management strategies to her clients.

Pereux Financial Services was founded by Lianne’s father, Rene Pereux, over 30 years ago and she has spent her entire life in and around the insurance industry. Early in her career, Lianne worked with her father in various roles in his insurance firms. She then went on to pursue a Bachelor of Social Work and worked as a counsellor in addictions and mental health before becoming a full-time advisor and joining the family business in 2011. Lianne found the transition to insurance planning a natural one as the skills and values she developed as a counsellor are essential to being an effective insurance advisor.

Lianne has earned her Chartered Life Underwriter (CLU) designation and is a member of the Conference of Advanced Case Underwriting (CALU).

 

2015NancyNancy Arundel
Operations Manager

Nancy joined the Insurance Industry in February 1990 and has always worked in the Financial and Estate Planning area.

In September 2002 Nancy joined Pereux Financial Services and in 2004 became a Life Licensed Advisor. She assists Rene Pereux in developing and implementing financial and estate plans for clients.

Nancy is also the Operations Manager for Pereux Financial Services and oversees administration and client servicing as well as managing the relationship with the companies associated with Pereux Financial.

 

Jane Pereux

Jane Pereux, B.A.
Accounting/Payroll Manager

Jane has been with Pereux Financial Services since the beginning overseeing the account payables and receivables.

 

Alain2015

Alain Pereux
President & Founder

Newcombe Wealth Management

Alain has been an advisor in the insurance and investment planning business since 1986, and he has spent the last 20 years specializing in investment and corporate planning. Alain believes that knowledge, diligence and personalized service are the keys to providing great investment solutions.