Wealth Management Advisor and Associate Portfolio Manager
Vincent Simard has been involved in the financial field since 2008, working for major companies as a mutual fund representative and an advisor. Holder of a Bachelor of Business Administration degree with a major in market finance from HEC Montréal (2008), he obtained his Financial Planning certificate from the same institution in 2010. He is a graduate of the Institut québécois de planification financière (IQPF) and obtained the Chartered Investment Manager (CIM®) designation from the CSI.
CIRO member
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