Jonathan Simeone, CIM®
Jonathan is among Montreal's most dynamic Investment Advisors. Founded by Jonathan, The Simeone Group of Assante Capital Management Ltd. has been servicing clients in Quebec and Ontario for over a decade. Previous to Assante, he has worked as an analyst in business valuation for Deloitte Canada, and worked as a day trader negotiating future contracts of the S&P/TSX and Canadian Bond Index.
He has an extensive knowledge of the global financial market mechanics and deep understanding of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He is actively involved in the Canadian Breast Cancer Foundation.
Jonathan is securities licensed and well positioned to recommend independent mutual funds and individual securities such as stocks, bonds and ETFs.
The sun is shining again!
Feb 26, 2024
As we exit a turbulent economic cycle, a sustained upswing should be just around the corner. Now is the time to explore the key trend on the verge of becoming a global boom....Read more
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
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