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MBA, CFA

Principal Director, Manager of Managers

T 514 350-5243
1 888 377-7337

Simon Blanchard joined the Professionals’ Financial team in 2010. As a member of the Investment Committee of Professionals’ Financial – Mutual Funds, he actively participates in developing investment strategies for our entire family of funds. He selects the external managers according to a set of criteria, including the integration of ESG factors into their management process. He is responsible for the relationships with these managers, particularly their quarterly portfolio positioning report.

Involved in the financial sector since the early 1980s, Mr. Blanchard has acquired solid investment expertise, particularly in portfolio management and financial analysis. He developed his knowledge of the  financial markets while working for major companies, as the North American equity portfolio manager for the asset management subsidiaries of Desjardins and, more recently, as the life sciences portfolio oversight manager for the Fonds de solidarité FTQ.

Mr. Blanchard holds a Bachelor’s degree in Economics from Université Laval and a Master’s degree in Finance from McGill University. He also graduated from the Institute of Financial Analysts in 1994 and holds the designation of Chartered Financial Analyst (CFA).

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