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Simon McInnis

Investment Advisor, Aligned Capital Partners at Aligned Capital Partners Inc.

Simon McInnis is an experienced insurance advisor currently working at PLATFORM since January 2024. Prior to this role, Simon served as an insurance advisor focusing on intergenerational estate planning at McInnis Insurance from February 2020 to January 2024. Simon's career began in wealth advisory at National Bank Financial - McInnis Wealth Management from February 2017 to February 2020, where effective strategies were developed to meet diverse client needs. Additional consulting experience includes positions at DNAstack and Blitzen, both focused on enhancing data management and user engagement, along with a consulting role at Venture North. Simon's earlier experience as an account manager at Veba Inc. involved building relationships and sales strategies in the sports industry. Simon holds a Master of Business, Entrepreneurship, and Technology from the University of Waterloo and a Bachelor of Business Administration in Sport Management Honours from Brock University, complemented by studies at Bowling Green State University.

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