Simon Wealth Management Ltd.

Dedicated to your success.

Associations

Luis Simon, CFP, CLU

Financial Advisor

With 20 years of experience in the financial planning and investment field, Luis recognizes everyone’s economic and life situation is different and prides himself on being able to develop strong client relationships. Luis understands without clients, he has nothing and has built his practice on three foundational pillars – integrity, transparency, and clear communication.

Luis is a University of Saskatchewan graduate and has a Bachelor of Arts degree in Public Administration. To better assist his clients, he’s committed to his continuing education and professional development and successfully obtained the CERTIFIED FINANCIAL PLANNER^® (CFP^®) and Chartered Life Underwriter^® (CLU^®) designations.

Outside of work, Luis values spending time with his wife, Lorna, and three children, Ashlynn, Atlee, and Isaac. He’s an active member of the community and volunteers with City Kidz Regina. Luis is also an avid sports fan and enjoys all sports, especially football and basketball. Go Raptors Go!!

Contact

Education

Certified Financial Planner (CFP)
Certified Life Underwriter (CLU)

Client Appreciation

We have known Luis Simon for approximately 30 years and have followed his career through the banking industry. Ten years ago we opened investment accounts with Luis. We also sought advise on our farm succession plan and Luis helped us find a Life Insurance answer.

Three things that stand out in our relationship is the knowledge Luis has of products and strategies. The professional way that he conducts his business and his high level of personal integrity.

Barry W. Client

We have had the pleasure of knowing Luis for over 14 years and are very pleased with the services he has provided us. More importantly, Luis has become a friend of our family and is someone we can always count on. We thank Luis for his continued service and ongoing friendship.

Sandra D.Client

For the past 20 years, Luis Simon has been not only my financial advisor but also my good friend. The work he has provided me has been nothing short of superb in every way. He goes above and beyond to ensure each and every one of my financial requirements is satisfied. In my experience, Luis has always been very prompt and transparent with his work and I would give him the highest recommendation for anyone looking for his service.

Desmond H.Client

Simon Wealth Management Ltd.

Associations

Luis Simon, CFP, CLU

Financial Advisor

Education

Certified Financial Planner (CFP)

Certified Life Underwriter (CLU)

Client Appreciation

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