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Simon Hale Email & Phone Number
Portfolio Manager
at
CIBC Wood Gundy
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Portfolio Manager
Location
Westmount, Quebec, Canada
Company size
Who is Simon Hale? Overview
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Quick answer
Simon Hale is listed as Portfolio Manager at CIBC Wood Gundy, a with 2805 employees, based in Westmount, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Simon Hale.
Simon Hale previously worked as Senior Wealth Advisor & Portfolio Manager at Wellington-Altus Private Wealth.
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Email format at CIBC Wood Gundy
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CIBC Wood Gundy
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Profile bio
About Simon Hale
Simon Hale is a Portfolio Manager at CIBC Wood Gundy.
Current workplace
Simon Hale's current company
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Cibc Wood Gundy
3 roles
Simon Hale work experience
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Senior Wealth Advisor & Portfolio Manager
CurrentSimon has more than 18 years of experience in the financial industry. His keen understanding of market dynamics, disciplined investment process, and focus on fundamentals have led to consistently strong performance while protecting capital for clients.Simon lives in Westmount with his wife Anastasia and three rambunctious young girls Natasha, Katherine, and Tatiana. In his free time, Simon enjoys biking, snowboarding, running, and yoga. He is also a proud supporter of the Montreal Children’s Hospital and Sherbrooke University.
Aug 2022 - Present
Portfolio Manager
Team & coworkers
Colleagues at CIBC Wood Gundy
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2805 employees →
MJ
Moe Johnson, Cim
Colleague at Cibc Wood GundyKingston, Ontario, Canada
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WJ
Wilbur Jim
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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JT
Jacob Thorburn
Colleague at Cibc Wood GundyLondon, Ontario, Canada
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AS
Adam Scot
Colleague at Cibc Wood GundyWoodstock, Ontario, Canada
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GM
Genevieve Morrow
Colleague at Cibc Wood GundyBarrie, Ontario, Canada
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OS
Orna Spira
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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TM
Thomas Mcpherson
Colleague at Cibc Wood GundyVictoria, British Columbia, Canada
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NL
Nancy Laroche
Colleague at Cibc Wood GundyCapitale-Nationale, Quebec, Canada
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JV
Jeff Van Der Maden, Fma, Cim
Colleague at Cibc Wood GundyOttawa, Ontario, Canada
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AA
Adena Audet
Colleague at Cibc Wood GundyCalgary, Alberta, Canada
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Moe Johnson, Cim
Colleague at Cibc Wood GundyKingston, Ontario, Canada
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WJ
Wilbur Jim
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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JT
Jacob Thorburn
Colleague at Cibc Wood GundyLondon, Ontario, Canada
View →
AS
Adam Scot
Colleague at Cibc Wood GundyWoodstock, Ontario, Canada
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GM
Genevieve Morrow
Colleague at Cibc Wood GundyBarrie, Ontario, Canada
View →
OS
Orna Spira
Colleague at Cibc Wood GundyToronto, Ontario, Canada
View →
TM
Thomas Mcpherson
Colleague at Cibc Wood GundyVictoria, British Columbia, Canada
View →
NL
Nancy Laroche
Colleague at Cibc Wood GundyCapitale-Nationale, Quebec, Canada
View →
JV
Jeff Van Der Maden, Fma, Cim
Colleague at Cibc Wood GundyOttawa, Ontario, Canada
View →
AA
Adena Audet
Colleague at Cibc Wood GundyCalgary, Alberta, Canada
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FAQ
Frequently asked questions about Simon Hale
Quick answers generated from the profile data available on this page.
What company does Simon Hale work for?
Simon Hale works for CIBC Wood Gundy.
What is Simon Hale's role at CIBC Wood Gundy?
Simon Hale is listed as Portfolio Manager at CIBC Wood Gundy.
Where is Simon Hale based?
Simon Hale is based in Westmount, Quebec, Canada while working with CIBC Wood Gundy.
What companies has Simon Hale worked for?
Simon Hale has worked for Cibc Wood Gundy and Wellington-Altus Private Wealth.
Who are Simon Hale's colleagues at CIBC Wood Gundy?
Simon Hale's colleagues at CIBC Wood Gundy include Moe Johnson, Cim, Wilbur Jim, Jacob Thorburn, Adam Scot, and Genevieve Morrow.
How can I contact Simon Hale?
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