With over 20 years in the industry, Simon is a seasoned Portfolio Manager with deep experience in designing investment strategies for the complex and specific needs of high-net-worth investors. Simon holds the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FSCI®). He holds the Certified International Wealth Manager (CIWM) from the Association of International Wealth Management, as well as the Responsible Investment Advisor Certification (RIAC) from RI Canada, and the Certified Executor’s Advisor credential from CICEA.