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Simon Dufresne

Conseiller financier at RGP Groupe Financier

Simon Dufresne is a financial planner who has worked for several different companies in Canada. Simon started their career at Groupe Investors in 2015, where they worked as a financial planner for two years. Simon then moved to Desjardins, where they worked as a wealth management advisor and financial planner for one year. In 2018, they joined RGP Groupe Financier as a financial advisor. Simon has also worked as an customer service agent and team leader at WhiteWater West Industries Ltd. and founding member and treasurer of Sigma Thêta Pi.

Simon Dufresne has a Bachelor of Business Administration from Université Laval, a certificate in Economics from Université Laval, and a summer program from Kennesaw State University. Simon is also a specialist in Responsible Investment (RIS) from RIA Canada.

Simon Dufresne reports to Steeve Queenton, Président RGP Gestion de Patrimoine. Some of their coworkers include Nadia Bissonnette - Directrice des opérations - RGP GPat, Marc Pelchat - Conseiller financier, and Charles Rioux Rousseau - Analyste - Planification financière.

Timeline

  • R

    Conseiller financier

    Current role