Education: BA, York University
CFP, Certified Financial Planner, Financial Planners Standards Council
OLC, Options License, Canadian Securities Institute
LLQP,Insurance License, Financial Services Commission of Ontario
Languages Spoken:
English, French
Specialties:
Financial Planning
Tailored Portfolios
Fundamental & Technical Analysis
Background
A graduate of York University, Simon was first licensed as an Investment Advisor in 1997. Having worked in many capacities - as an Advisor, a Financial Planner and Discount Broker - Simon is a veteran of the industry who brings his years of experience to you as an Options and Insurance licensed Certified Financial Planner.
Meet The Team The following resources are drawn upon to satisfy your complete investment needs: Canadian Equity Specialist Mark Russel CFA Mark works directly with our Top Ranked Research Department to provide stock specific recommendations for our clients. His wealth of knowledge is a great asset to proper portfolio construction.
Estate & Insurance Advisor John Kimpton CFP, CLU, TEP John helps our clients solve their Estate Planning concerns. His area of expertise is insurance. In addition John is well-versed in related fields and is accustomed to working in tandem with client’s legal and accounting advisors to provide tax effective strategies to accumulate and preserve wealth.
Mobile Lending Specialist Peter Fragnelli Peter is a specialized lender providing credit solutions to our clients. He is fully mobile and is able to meet you when and where you would like to do business. His area of expertise covers residential mortgages, lines of credit, as well as investment loans. Peter has been delivering tailored lending services for the last 10 years, and takes great pride in delivering exceptional customer service for our clients.
Financial Services Managers Mesfin Tsegaye - Margarete Cacheino Mesfin and Margarete draw on a combined 20 years of BMO Banking experience to coordinate all of our clients banking needs. They are always a pleasure to deal with!
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