Simon Hale

CIM®, CIWM, FCSI®

Senior Wealth Advisor & Portfolio Manager

Simon has more than 18 years of experience in the financial industry. His keen understanding of market dynamics, disciplined investment process and focus on fundamentals has led to consistently strong performance while protecting capital for clients.

Simon lives in Westmount with his wife Anastasia and three rambunctious young girls Natasha, Katherine and Tatiana. In his free time, Simon enjoys biking, snowboarding, running, and yoga. He is also a proud supporter of the Montreal Children’s Hospital and Sherbrooke University.

Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.