Simon Jochlin

Using a risk managed framework, Simon’s key strengths lie in evaluating technical trends in securities markets (such as momentum, breadth, and sentiment) as investable opportunities within a macroeconomic framework.

Drawing from a diverse background in computer programming, psychology, finance, and economics, Simon’s focus resides in finding cyclical, deep value contrarian opportunities for clients of Stenner Wealth Partners+. With a knack for simplifying complex ideas, Simon also helps to lead the client communications effort within the group, helping to quarterback a high-touch, client-centric wealth management process.

Prior to joining Stenner Wealth Partners+, Simon was a Financial Advisor and Financial Planning Specialist with Morgan Stanley Wealth Management. He also acted as an Institutional Consultant within Graystone Consulting, a separate business unit of Morgan Stanley with more than 40 years of experience advising institutional clients as a fiduciary and was institutionally registered with Morgan Stanley Wealth Management Canada. He was also recognized in Wealth Professional Canada Young Guns in 2017.

He was a competitive triathlete in Canada’s Subaru Western Triathlon Series, a personal trainer, and he played varsity water polo at Simon Fraser University. In his free time, Simon enjoys surfing, traveling to remote hiking destinations and spending time with family.

Listen and watch Thane’s podcast here

Contact :

stennerwealthpartners.com
SWP@cgf.com
604.643.7734
1.800.663.1899 (Numéro sans frais Canada)
1.800.663.8061 (Numéro sans frais États-Unis)
https://www.linkedin.com/in/simon-jochlin-cgf/

• Vancouver
• Toronto
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• Montréal