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Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Strategic professional with six years of experience in executive support roles and nearly five years as a financial advisor, combining strong analytical, communication, and collaboration skills. Recognized for translating complex information into clear insights, supporting leadership teams, and contributing to both strategic and operational initiatives. Committed to continuous learning and professional growth, and seeking to support the Centre Desjardins Enterprises through involvement in strategic initiatives, performance monitoring, governance activities, and special projects, aligned with Desjardins’ strategic priorities.

Finance professional with experience across equity research, valuation, and client advisory. Strong analytical capability in financial modelling, investment analysis, and translating complex information into clear, client-focused insights. Demonstrated rigour through the CFA Institute Research Challenge and advisory experience within regulated environments.

Results-driven Financial Advisor with expertise in investment strategy, client relationship management, and analytical thinking. Proven track record of increasing assets under management by 120% through personalized financial solutions.

Aaron Simon

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Financial Advisor

Financial Advisor

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Bachelor of Arts - History

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Financial Advisor

Managing Director

Financial Advisor

Financial Advisor

Bachelor of Arts - History

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