About Simon-Pierre Jarry

Simon-Pierre started his career in 2006 as a mutual fund advisor, when he obtained his certificate from the Canadian Securities Institute (CSI). He then became an Investment Advisor in 2008, before continuing his training with the derivatives and options trading course in 2010, finally achieving the title of portfolio manager (CIM) in 2013.

Since joining the team at Raymond James in 2011 (formerly 3Macs), Simon-Pierre has stood out for his global understanding of the client's situation. He helps them on every front, from tax efficiency to planning the children's studies or clients’ retirement plans. Over the years, he has surrounded himself with exceptional collaborators such as accountants and notaries as well as colleagues and analysts from Raymond James, striving to better serve his clients. He offers personalized portfolios to every client, in order to achieve objectives and returns targets. Passionate about small capitalization securities, he favours an ethical and environmental approach in his stock selection.

Clients appreciate Simon-Pierre for his energy, transparency, integrity and his ability to make managing finances a simple and enjoyable activity. Passionate about everything he does, he and his wife also have a busy family life with three young children, four chickens and a Tesla!

Since 2015, he has been working in collaboration with Karine Bernier, who is a sales assistant. She provides daily monitoring of accounts and offers clients personalized, prompt and professional service.