Angèle Simard, FCSI CIM PFP
Eric Simard, CFP
Angèle’s has a solid background in managing wealth and providing holistic financial planning services. Her prior work experience in the financial services industry includes 3 years as an Investment Advisor and Financial Planner, 4 years as a Financial Planner, 4 years as an Inside Sales Associate for a managed futures firm. She also has experience as a project manager and pension specialist.
Angèle is a graduate of the University of Toronto earning a Bachelor of Arts degree with a major in Economics. Through the Canadian Securities Institute, Angele has obtained a Fellow of CSI (FCSI), a Chartered Investment Manager (CIM) Designation, a Personal Financial Planner (PFP) Designation, a Certificate in Estate Planning and Trust Strategy and a Certificate in Advanced Investment Advice. She has also completed the Canadian Securities course, the Wealth Management Essentials course, the Conduct and Practices Handbook course and the Canadian Insurance course.
Angèle holds various volunteer positions in the community, including, Chair for the West Nipissing General Hospital Foundation and Director with Economic Partners. Angèle is married with three children and enjoys reading, skiing, running, swimming and cycling in her spare time. She has completed 3 marathons, including the Dopey Challenge at Walt Disney World, and is currently training to finish her first Olympic distance triathlon.
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.
Begin with possibilities. Achieve results.
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
Angèle Simard, FCSI® CIM® PFP®
L'Alliance Wealth Management