Stephanie Simard
About Stephanie Simard
Stephanie Simard is a Director at IG Wealth Management, where she has worked since 2020. She has extensive experience in financial services, having held various managerial roles at organizations such as BMO Financial Group and CIBC, and possesses a Bachelor's degree in Management from Athabasca University.
Current Role at IG Wealth Management
Stephanie Simard currently serves as a Director at IG Wealth Management, a position she has held since 2020. In this role, she supports three Senior Managers across two provinces. Her responsibilities include overseeing various operational aspects and ensuring effective management within the organization.
Previous Experience at IG Wealth Management
Prior to her current role, Stephanie worked at IG Wealth Management as an Associate Director from 2019 to 2020. She also held the position of Senior Manager for a brief period in 2020. Her experience at IG Wealth Management has contributed to her understanding of the financial services industry.
Professional Background in Financial Services
Stephanie has extensive experience in the financial services sector. She worked at BMO Financial Group in various capacities, including Investment Development Manager from 1998 to 2007, Associate Facilitator from 2011 to 2016, and Financial Services Manager from 2004 to 2011. Additionally, she served as an Estate Specialist for a short period in 2016. Her tenure at CIBC as Team Lead at the National Estates Centre from 2016 to 2019 further solidified her expertise in the field.
Education and Professional Development
Stephanie studied at Athabasca University, where she earned a Bachelor's degree in Management from 2017 to 2021. She also completed courses at the Canadian Securities Institute, focusing on financial planning, estate and trust administration, risk and insurance, and investment funds. In 2018, she achieved a Six Sigma Yellow Belt from The Lean Six Sigma Company, enhancing her skills in process improvement.
Skills and Expertise
Stephanie possesses expertise in statistical analysis and business administration, which supports her role in financial services. She is proficient in software tools such as WebEx and SharePoint, which facilitate her professional activities. Additionally, her strong facilitation skills contribute to her effectiveness as a mentor and role model. Being fully bilingual allows her to communicate effectively in diverse environments.