Simon Lamarche

Simon Lamarche is a Wealth Management Associate Advisor at National Bank Financial, specializing in managing equity and bond portfolios to maximize investment returns while aligning with clients' risk profiles. Since April 2022, Simon has conducted investment research, portfolio rebalancing, and provided client consultations to develop investment objectives. Prior experience includes roles as a Summer Analyst and Associate from 2017 to 2020, where Simon analyzed account performance, prepared client reports, and executed transactions. Academic credentials include a Bachelor of Business Administration in Market Finance from HEC Montréal and a DEC in Business Administration and Management from Cégep de Lanaudière.