Wealth Management Advisor, Professionals Financial - Private Management
Vincent Simard has been involved in the financial sector since 2008, working for major companies as both a mutual fund sales representative and an advisor. He holds a Bachelor’s degree in Business Administration, major in Market Finance, from HEC Montréal (2008) and obtained a Certificate in Financial Planning from the same business school in 2010. He is a graduate of the Institut québécois de planification financière (IQPF) and he has obtained the Chartered Investment Manager (CIM®) designation. At the Financial, he offers his clients customized solutions to help them reach their goals.
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