Senior Investment Advisor, Portfolio Manager
Simon Harry is a Senior Investment Advisor and Portfolio Manager for Wellington-Altus Private Wealth. Simon began his career as an Investment Advisor in 1997 with Fortune Financial. Since then Simon has held many positions in the Financial Services industry working for mutual funds company Atlas Capital Management, discount brokerage CIBC Investor’s Edge and most recently BMO Nesbitt Burns where he headed the HMP Wealth Advisory Group as an Investment Advisor and Portfolio Manager. Simon finds Wellington-Altus and their client centered approach to be the perfect fit for himself, his clients and his team. Simon holds a BA from York University and has completed numerous industry courses over the years. He is options licensed and is a holder of both the CIM and CFP designations.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.