Simon Goulet
About Simon Goulet
Simon Goulet is a financial representative specializing in collective savings, currently employed at Desjardins in Montreal, Quebec, and at Services Financiers Groupe Investors Inc. He holds a Chartered Financial Analyst designation and a Bachelor of Business Administration from Université du Québec à Trois-Rivières.
Work at Desjardins
Simon Goulet has been employed at Desjardins since 2016. In his role as a representative in collective savings, he has contributed to the financial services sector in Montreal, Quebec. His responsibilities include advising clients on savings products and strategies, helping them achieve their financial goals.
Work at Services Financiers Groupe Investors Inc.
Since 2015, Simon Goulet has worked as a representative in collective savings at Services Financiers Groupe Investors Inc. in the Montreal region. His role involves providing financial advice and solutions to clients, focusing on collective investment options and strategies tailored to individual needs.
Education and Expertise
Simon Goulet studied at the CFA Institute, where he achieved the Chartered Financial Analyst designation from 2015 to 2018. He also holds a Bachelor of Business Administration (BBA) from Université du Québec à Trois-Rivières, completed between 2012 and 2016. Additionally, he earned a Diplôme d'étude collégial from Champlain Regional College.
Background
Simon Goulet has a solid educational foundation in finance and business administration. His studies at Champlain Regional College, Université du Québec à Trois-Rivières, and the CFA Institute have equipped him with the necessary skills and knowledge to excel in the financial services industry.