Simon Rouleau
CAIA

My Background

Having spent over 11 years working with local and international high net worth investors, Simon Rouleau is known for his trustworthiness, for ensuring a seamless journey to his clients and for sharing his professional insights with passion.
He draws on his extensive multidisciplinary experience and in-depth knowledge of customers, predominantly entrepreneurs, high executives and professionals to provide customized financial solutions and tackle challenges with an innovative approach. As a result of his frequent overseas travel in Africa, the Middle East, Asia and Europe where he was responsible for managing relationships with clients and financial partners, he has developed a clear understanding of global financial markets and risk factors affecting families lives and businesses operations worldwide.
Simon has been awarded the title of Chartered Alternative Investment Analyst (CAIA) and holds a Bachelor of Business Administration degree from HEC Montreal. He is also very passionate about wealth management and is continuously seeking to expand his knowledge in the field to help meet his clients’ high expectations.
He is a globetrotter, a rock climber and a cross-country ski enthusiast. But most importantly, he has a deep love for his family and a true business ethic!