Simon Doran

Investment Advisor, Senior Vice-President – Portfolio Manager


Simon joined Bryan at NBF in 2001, and he became a partner in 2004. He was educated at the University of Victoria where he earned a degree in Economics and History. Simon has earned the professional designation of Certified Investment Manager and is also Options Licensed. He specializes in analysis and developing trading strategies. Simon's wife, Stacy, is on the Board of Directors for The Canadian Cancer Society's annual event, The Daffodil Ball. He has also actively participated and continues to support the United Way and The Ride to Conquer Cancer.

Awards

  • 2009 & 2010 - Received Investment Advisor of the Year, West Coast Region, and was a finalist for the National Advisor of the Year.
  • 2010 - Received the Portfolio Management Excellence Award. This award is based on performance and risk-adjusted returns over three consecutive years. It is bestowed on an annual basis and recognizes Investment Advisors who have demonstrated excellence in managing their clients’ assets.
  • 2012 – Received the Regional Award for Best Asset Growth.
  • 2013 - Wealth Management Excellence of the Year Award: British Columbia
  • 2014 - Award of Excellence Team of the Year, Regional