Simon Chun Email & Phone Number
President, Portfolio Manager, and Chief Compliance Officer @ YouFirst Financial Inc.
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Simon Chun Location
- Toronto, ON, CA
Simon Chun Work
- 2023 - now President, Portfolio Manager, and Chief Compliance Officer @
- 2022 - 2023 Director, Portfolio Manager @
- 2021 - 2022 Director, Associate Portfolio Manager @
- 2020 - 2022 Associate Portfolio Manager @
- 2018 - 2020 Investment Analyst @
- 2016 - 2018 Project Engineer and Engineering Management @
- 2012 - 2018 Chemical Process Engineer @
- 2011 - 2011 Summer Student Engineer @
- 2010 - 2011 Teaching Assistant @
- 2010 - 2011 Undergraduate Research Associate @ Queen's-RMC Fuel Cell Research Centre
Simon Chun Education
- FP Canada
Certified Financial Planner (CFP®) Candidate (Financial Planning and Services)
2025 - 2026 - CFA Institute
Passed CFA Level I, II, and III (Finance, General)
2016 - 2019 - Queen's University
B.Sc (Chemical Engineering)
2007 - 2012 - Canadian Securities Institute
Partners, Directors, and Senior Officers Course (Business Administration and Management, General)
Simon Chun Skills
- Chemical Engineering
- Research
- Engineering
- Teamwork
- Matlab
- Data Analysis
- Time Management
- Microsoft Office
- Project Management
- Sustainability
- Process Engineering
- Analysis
- Team Leadership
- Process Optimization
- Microsoft Excel
- Solidworks
- Critical Thinking
- Statistics
- Change Management
- Business Development
- Energy
- Water Treatment
- Civil Engineering
- Report Writing
- Project Engineering
- Simulations
- Environmental Engineering
- Modeling
- Management
- Process Control
- PowerPoint
- Process Simulation
- Factory
- Technical Writing
- Visio
- Project Planning
- Aspen HYSYS
- Thermodynamics
- Engineering Design
- Leadership
- Business Strategy
- Budgets
- Teaching
- AutoCAD
- Public Speaking
- Renewable Energy
- Process Improvement
- P&ID
- Microsoft Word
- Materials Science
Simon Chun Summary
- Simon Chun, based in Toronto, ON, CA, is currently a President, Portfolio Manager, and Chief Compliance Officer at YouFirst Financial Inc.. Simon Chun brings experience from previous roles at YouFirst Financial Inc.. Simon Chun holds a 2025 - 2026 Certified Financial Planner (CFP®) Candidate in Financial Planning and Services @ FP Canada. With a robust skill set that includes Chemical Engineering, Research, Engineering, Teamwork, Matlab and more. Simon Chun has 2 emails and 3 mobile phone numbers on RocketReach.
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