Simon Binder, CFA, is a trusted investment professional with over 15 years of experience helping individuals and institutions grow and protect their wealth. He holds a Master of Finance from the Rotman School of Management at the University of Toronto.
Simon has led high-performing teams at a global financial institution, where he advised sophisticated investors on market structure, trading strategies, and capital markets innovation.
Earlier in his career, he developed asset allocation plans for high-net-worth clients at a major asset management firm—ensuring their portfolios were aligned with their financial goals.
As former Chairman of the Canadian Securities Trading Association (2018–2020), Simon worked to strengthen Canada’s capital markets and advocate for investor needs.
Based in Toronto, Simon is passionate about guiding clients through complex markets with clarity and conviction. His personalized client-first approach helps investors make confident decisions aligned with their financial goals.