Wealth Advisor & Portfolio Manager
Recognized in his field for his expertise, critical thinking skills and professionalism, Simon-Pierre began working at National Bank Financial as a Senior Advisor – Financial Planning. His marked interest in the financial markets led him to pursue a career in portfolio management.
He holds a bachelor’s degree in finance and multiple professional designations, such as Financial Planner (F.Pl.) from the Institut québécois de la planification financière (IQPF) and Chartered Investment Manager (CIM®) from the Canadian Securities Institute (CSI).
In his day-to-day role, Simon-Pierre is fully committed to helping our clients make important decisions and letting them share their concerns relating to their life plans. Whether regarding investments, retirement, estate planning or asset protection, Simon-Pierre is fully committed to finding solutions adapted to each situation.
For the past several years, Simon-Pierre has been greatly involved in causes he cares about, such as the CN Cycle Challenge for the Children’s Hospital of Eastern Ontario and events by Cystic Fibrosis Canada. He makes use of his expertise by leading seminars and giving presentations at the National Association of Federal Retirees on various financial literacy topics.
Outside the office, you can find Simon-Pierre cycling on the region’s various bike paths. He also loves skiing, travelling and spending time with his wife and two young daughters.