Simon Tremblay, B.B.A
Associate Portfolio Manager
Email
[email protected]
Office Phone
514.906.9017
Mobile Phone
514.660.3942
LinkedIn Profile
Simon Tremblay
Location
Montreal, Quebec
Simon assists our Montreal-based portfolio managers in their day-to-day activities of trading, monitoring client accounts, preparing reports for client meetings, and maintaining compliance with all relevant authorities. Based in Montreal, he acts as the main client liaison there but also supports the firm’s operations team in Toronto. Simon has been part of the CWB Wealth team for more than five years, and draws on his deep understanding of financial markets in helping colleagues and clients. He previously worked in options trading and banking. He holds a BBA in Finance from HEC Montréal.
Montreal, Quebec
Simon assists our Montreal-based portfolio managers in their day-to-day activities of trading, monitoring client accounts, preparing reports for client meetings, and maintaining compliance with all relevant authorities. Based in Montreal, he acts as the main client liaison there but also supports the firm’s operations team in Toronto. Simon has been part of the CWB Wealth team for more than five years, and draws on his deep understanding of financial markets in helping colleagues and clients. He previously worked in options trading and banking. He holds a BBA in Finance from HEC Montréal.
Beyond the Office
A self-described citizen of the world, Simon feels at home when traveling abroad as much as possible. He’s also very handy with a disc when playing ultimate frisbee with friends.