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Simon has been working in banking and financial markets since 1999. He worked for 8 years at National Bank of Canada where he held various positions in branches, the Treasury sector and at National Bank Trust. He was Manager and Vice-President of an institutional hedge fund for over 9 years, and then joined National Bank Financial and the Schulman Group in 2016.
Simon holds a Bachelor of Finance degree from HEC Montréal and has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).
His extensive experience in financial markets and in-depth knowledge of portfolio management enable him to select the best investments for his clients by maximizing returns while minimizing their risk.