Eric has 19 years experience in the financial services industry.  For the past 9 years as a Certified Financial Planning Professional, Eric has been providing advice that addresses the various aspects of financial well-being.  Prior to relocating with his family and integrating himself in the North Bay and West Nipissing communities 8 years ago, Eric was a National Inside Sales Desk Manager, for a Canadian bank’s mutual fund company. 

Eric’s professional experience is further enhanced by the Personal Financial Planner Course (2009), the Certified Financial Planner Professional designation (2010).  He has also completed the Canadian Securities Course, the Conduct and Practices Handbook and the Wealth Management Essentials Course.

Eric is an avid golfer, musician and along with his spouse and 3 children, enjoys skiing.  Eric is always looking at donating to worthy causes.  Most recently the completion of the 200km Princess Margaret Ride to Conquer Cancer.

Eric Simard, CFP®

Investment Advisor
Financial Planner

L'Alliance Wealth Management

Credential Securities 

Contact Information

Office:  705-753-2971




Contact Us                

Angèle Simard, FCSI CIM PFP       

Eric Simard, CFP           

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.  Credential Securities is a registered marks owned by Aviso Wealth Inc. L’Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of L’Alliance Wealth Management are used under licence by Credential Financial Strategies Inc.

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                                   Office Address:                               Office Hours:
                                             209 Main Street, Suite 101                             Monday to Thursday:     9 am to noon & 1 pm to 4:30 pm
                                             Sturgeon Falls ON P2B 1P3                           Friday:                            9 am to noon & 1 pm to 4 pm
                                                                                                                     Extended hours available by appointment