Simon Bowers

Private Wealth Portfolio Manager

Simon joined IPC in 2022 after 20 years at an Investment Counselling firm where he was Head of Trading, Vice-President and Portfolio Manager. Simon’s portfolio management responsibilities covered High Net Worth client accounts as well as the Fixed Income Select fund, with AUM of over $600 million. Before joining that firm, he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers during their demutualization. 

Simon holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FSCI). He holds the Certified International Wealth Manager (CIWM) from the Association of International Wealth Management, as well as the Responsible Investment Advisor Certification (RIAC) from RI Canada, and the Certified Executor’s Advisor credential from CICEA.