Simon Houle
CIM®, F. Pl.
Portfolio Manager
TWM Group
iA Private Wealth
Financial Planner*
Independent Representative
Simon brings over 25 years of experience in financial services as a Financial Planner* and more recently, Portfolio Manager. Over the years, he has advised a diverse clientele of professionals, business owners, and entrepreneurs, always with a human and personalized approach.
Known for his interest in people and his commitment to providing clear, honest advice, Simon is frequently invited by media outlets to share his insights on a wide range of financial planning* topics.
He is a member of the Board of Directors of ÉducÉpargne. He has also served as a board member for the Regroupement des jeunes gens d’affaires de Laval and the Regroupement des jeunes chambres de commerce du Québec, and he was the president of the Jeune chambre de Rimouski.
Simon holds a BA in Law and Business Administration from Université Laval, the Financial Planner designation from the Institut de planification financière, and the Chartered Investment Manager (CIM®) designation.
Feel free to reach out to Simon
* Financial planning services are offered through Simon Houle, an independent representative. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
**Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.
