Claudio Piron is a Senior Investment Advisor with Dundee Securities Corporation. He has over three decades of financial, investment advisory, accounting and taxation experience. The combination of his executive management experience, strong education and professional background provide a solid foundation to serve the wealth management needs of his clients . His practice is focused on tax minimization strategies in all phases of an individual or corporation's life cycle. These services are most suitable to those individuals and corporations who are most sensitive to taxation laws domestically and globally.
Academic and Professional Background:
Schulich School of Business (Specialized Honours) York University 1978
Chartered Accountant (BDO) 1980
Certified Financial Planner 1998
Fellow Canadian Securities Institute 2003
Chartered Professional- Stategic Wealth 2007
Tax and Estate Practioner- Commenced program in 2010
Licenses: Securities, Mutual Funds, Tax Shelters, GICs, LSIF, Options, and Life and Disability Insurance.
Provinces Licensed: Ontario and Alberta
Professional and Executive Experience:
Controller, Division Controller, Treasurer, and VP Finance:
BDO Dunwoody Inc. Chartered Accountants 1978-1981
Nordic Group- Controller 1981-1985
Schlumberger Inc. -Divsion Controller, Toronto, The Netherlands, Tulsa Oklahoma 1985-1991
The Budd Co. Controller and Treasurer 1991-1995
The Warren MaterialsGroup (Tanenbaum Family) Vice President Finance 1995-1996
Senior Investment and Tax Advisor:
Merrill Lynch Canada-Investment Advisor 1997-2001
TD Waterhouse- Investment Advisor 2001-2004
National Bank Financial-Senior Investment Advisor 2004 to 2009
In the community, he is involved with the Progressive Conservative Party of Canada, The Ontario Institute of Chartered Accountants and belongs to The Canadian Exectutive Institute.
Claudio also enjoys being with his family. His wife Mariya, is a self employed Esthetician and a Registered Nurse by profession. They have four children and three grandchildren. His hobbies include fitness, fishing, golf, gardening and travel. He is a strong believer in education and professional development and is currently enrolled in the Tax and Esate Practioner program.
"The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to
DWM Securities Inc, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., Dundee Bank of Canada and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered."
