Frédérik Simard, B.B.A., F. Pl.
Financial planner and Mutual Fund Representative, Personalized Services and Private Wealth
Frédérik Simard has a bachelor’s degree in Administrative Sciences from Université Laval (1995), a certificate in Personal Financial Planning (1998) and a Financial Planner designation (1998). He has completed the Canadian Securities course (1999) and the Conduct and Practices course of the Canadian Securities Institute (2000). He launched his career in 1999 as an RRSP Investment Agent for the National Bank Direct Brokerage and the National Bank Clearing. In 2000, he was promoted from Agent to Advisor in Investment Funds and then to Financial Planner in 2002, always with the National Bank of Canada.
In 2006, Mr. Simard joined the team at Services d’investissement FÉRIQUE. Ever since, he has been responsible for meeting with current and future clients to analyse their needs, give recommendations on their financial situation and help build their investment portfolio. Always up to speed with the financial products offered on the market, he brings to FÉRIQUE great analysis and planning ability. He is dynamic and service-minded.