Simon Partington Email & Phone Number
Wealth Advisor * Portfolio Manager * Investment Advisor @ Richardson Wealth
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Simon Partington Location
- Toronto, ON, CA
Simon Partington Work
- 2005 -now Wealth Advisor * Portfolio Manager * Investment Advisor @
- 2013 -2015 Co-President @
- 2006 -2010 Associate Investment Advisor @
- 2005 -2006 Associate @
- 2004 -2005 President SMUSA @
Simon Partington Education
- Saint Mary's University
Bachelor of Commerce (B.Com.) (Double Major Finance and Small Business & Entrepreneurship)
2000-2005 - Saint Mary's University
B.Comm & HR Certificate (Finance and Small Business & Entrepreneurship)
2000-2005
Simon Partington Skills
- Wealth Management
- Investments
- Financial Planning
- Retirement Planning
- Financial Analysis
- Asset Management
- Portfolio Management
- Insurance
- Strategic Financial Planning
- Asset Managment
- Mutual Funds
- Investment Advisory
- Mergers & Acquisitions
- Financial Services
- Investment Strategies
- Financial Modeling
- Estate Planning
- High Net Worth Individuals
- Asset Allocation
- Financial Planners
- Equities
- Alternative Investments
- Securities
- Financial Advisory
- ETFs
- Wealth Management Services
- Investment Management
- Mergers and Acquisitions
- Project Management
Simon Partington Summary
- Simon Partington, based in Toronto, ON, CA, is currently a Wealth Advisor * Portfolio Manager * Investment Advisor at Richardson Wealth. Simon Partington brings experience from previous roles at East Coast Connected, Richardson Partners Financial, Richardson GMP and Saint Mary's University. Simon Partington holds a 2000 - 2005 Bachelor of Commerce (B.Com.) in Double Major Finance and Small Business & Entrepreneurship @ Saint Mary's University. With a robust skill set that includes Wealth Management, Investments, Financial Planning, Retirement Planning, Financial Analysis and more. Simon Partington has 2 emails on RocketReach.
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