Simon Lefebvre

Wealth Advisor & Portfolio Manager

Having graduated from HEC Montreal with a Major in finance, Simon Lefebvre is a Wealth Advisor on the Szöghy Team. He has been working at NBF since 2014, on the same team, where he began his career as an investment associate. His successful completion of the three exams necessary to obtain the title of Chartered Financial Analyst (CFA) allowed him to acquire in-depth knowledge of the financial field.

His versatility, his interest in the financial markets and his dynamic approach are essential assets to better serve you and allow the Szöghy Team to support you in achieving your financial goals. In his spare time, Simon practises several sports on a regular basis such as skiing, golf, and badminton.