Simon Jochlin

Simon Jochlin is a Senior Wealth Advisor with Stenner Wealth Partners+ at CG Wealth Management Canada, a position held since May 2021. Prior to this role, Simon served as a Financial Advisor, Institutional Consultant, and Financial Planning Specialist at Morgan Stanley from March 2017 to May 2021. Additionally, Simon worked as a Portfolio Analytics Associate at StennerZohny Investment Partners within Richardson GMP Limited from 2012 to 2017, where duties included quantitative and statistical portfolio modeling. Earlier experience includes positions as a Consultant in Triathlon Performance & Endurance Athletics from 2008 to 2013, a contract position in Mineral Exploration at San Antonio Ventures Inc. in late 2011, and a Customer Service Representative at TD Canada Trust from 2006 to 2009. Simon Jochlin holds a Bachelor of Arts in Economics and a Bachelor of Business Administration with a Minor in Finance from Simon Fraser University.