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Simon Lamontagne Location
Laval, QC, CA
Simon Lamontagne Work
Conseiller principal en gestion de patrimoine @ (January 2013 - Present)
Premier Vice-Président @ (April 1995 - December 2012)
Simon Lamontagne Education
Concordia University
Bachelor of Commerce (BCom) (Accounting and Finance)
1991-1994
Collège Ahuntsic 1989-1991
Collège St-Sacrement 1985-1989
Simon Lamontagne Skills
Financial Planning
Wealth Management
Mutual Funds
Investment Advisory
Portfolio Management
Investment Strategies
Equities
Retirement Planning
Asset Management
Investments
Global Tactical Asset Allocation
Microsoft Office
Gestion de projet
Strategy
Marketing
Change Management
Simon Lamontagne Summary
Simon Lamontagne, based in Laval, QC, CA, is currently a Conseiller principal en gestion de patrimoine at ScotiaMcLeod. Simon Lamontagne brings experience from previous roles at CIBC Wood Gundy. Simon Lamontagne holds a 1991 - 1994 Bachelor of Commerce (BCom) in Accounting and Finance @ Concordia University. With a robust skill set that includes Financial Planning, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management and more. Simon Lamontagne has 2 emails on RocketReach.
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