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!!