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.
In 2020, he joined the Hainault-Harvey-Simard team to offer fdp investment solutions and the team’s innovative management approach to their clients. Since 2021 he has served as both a wealth management advisor and a portfolio manager, putting his skills to work for his clients by offering them personalized solutions to achieve their goals, while giving them a better understanding of their portfolio.
CIRO member
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