Simon Lefebvre

equipe

Associate Investment Advisor

CFA

Spoken languages : English and French

Bachelor in Business Administration, major in finance from HEC Montréal, Simon is responsible for the Szöghy team's special projects that aim to improve the daily management and portfolio performance. He deals among others the preparation of client's meeting and the research and analysis of various financial products. Fully qualified to act as an associate investment advisor, Simon is able to attend Eric in the executions of transactions. His versatility, his interest in the financial markets and his attention to detail are essentiel assets to better serve you and allow the Szöghy team to support you in achieving your financial goals. Since 2018, Simon is a CFA charterholder.