Ryan Simone

Ryan Simone, CLU, CHS, CFP, is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as a Certified Financial Planner at Carte Financial since August 2014, Ryan specializes in mutual funds, liquid alternative investments, segregated funds, and insurance solutions, collaborating with Carte Wealth Management Inc., Carte Risk, HUB Financial, and GroupQuest. Additionally, Ryan holds the position of Chartered Life Underwriter at Kleinburg Private Wealth Management since March 2014. Earlier career experience includes serving as a Teaching Assistant at Carleton University, where Ryan facilitated tutorials for first-year Geography students, and conducted learning workshops for students enrolled in geography courses. Ryan holds a Master of Arts in Geography and a Bachelor of Arts in Environmental Studies from Carleton University.