Considered to be a financial “coach,” Stephane extensive experience gives him insight to help clients find innovative solutions to their investment and wealth-management goals. Over the years, Stéphane has developed the most important skill of listening to clients' needs to determine what is important to them.
Stéphane Simard has been a member of RBC since 1992. He has held several positions within the firm, including Financial Planner, Financial Security Advisor, Investment Advisor, and now Senior Portfolio Manager and Senior Wealth Advisor. His technical credentials include a bachelor's degree in management from the Université du Québec à Montréal. He also received his financial planning diploma in 1999 from the Institut québécois de planification financière (IQPF) and holds the certification of Canadian Investment Manager since 2011.
His experience and client-centred, emotionally-intelligent approach are a rare combination that truly distinguishes him from his peers.
