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Jonathan Simeone, CIM®

Jonathan Simeone, CIM®

Analyst

Followers of Jonathan Simeone, CIM®1000 followers
location of Jonathan Simeone, CIM®Montreal, Quebec, Canada

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  • Timeline

  • About me

    Investment Advisor | The Simeone Group | Assante Capital Mangement Ltd.

  • Education

    • CFA Institute

      -

    • Concordia University

      2007 - 2010
      B.Comm Major in Finance

  • Experience

    • Deloitte & Touche

      Mar 2011 - May 2012
      Analyst

      Business Advisory

    • Assante Wealth Management

      Oct 2012 - now
      Investment Advisor | The Simeone Group

      Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.

  • Licenses & Certifications

    • Canadian Securities Course

    • Chartered Investment Manager (CIM)

      CSI

    • CFA Level I

      CFA Institute