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Simon La Email & Phone Number
Investment Representative
at
Aviso Wealth
1 work email found
@td.com
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Representative
Location
Greater Toronto Area, Canada, Canada
Who is Simon La? Overview
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Quick answer
Simon La is listed as Investment Representative at Aviso Wealth, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Simon La.
Simon La previously worked as Financial Planner at Td and Investment Representative at Td Waterhouse.
Company email context
Email format at Aviso Wealth
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{first}.{last}@td.com
86% confidence
AeroLeads found 1 current-domain work email signal for Simon La. Compare company email patterns before reaching out.
Profile bio
About Simon La
Experienced investment and retirement planner with a demonstrated history of working in the industry for financial services. Skilled in Strategic Asset Allocation, Tactical Asset Allocation, Securities, Equity Trading, and Investment Strategies. Strong finance professional with a Advanced Diploma focused in Financial Planning.
Listed skills include Wealth Management, Mutual Funds, Retirement Planning, Finance, and 18 others.
Current workplace
Simon La's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Simon La work experience
A career timeline built from the work history available for this profile.
Investment Representative
CurrentTrade execution with various instruments on the Canadian and U.S. marketsCreated policies and procedures for investment representatives in the Qtrade line of businessProblem solved for discrepancies in client accounts for accurate financial reporting Provided training and improvement for new and existing investment representatives
Jan 2022 - Present
Financial Planner
Managed a large book of clients and elevated existing relationshipsHost webinars and seminars for clients on trends and frequently asked questionsProvide individual sales training and coaching to branch staffImplemented change in portfolios though Strategic & Tactical Asset AllocationsAdded value with a high degree of experience in all things finance related
Jan 2018 - Jan 2022
Investment Representative
Initiate equity & fixed income trades on the Canadian and U.S. marketsHelp tender offers in corporate actionsInform individual investors of particular information regarding current market trendsProvide valued service with exceptional knowledge in the financial service industry.
Oct 2015 - Dec 2017
Financial Service Representative Ii
Jan 2015 - Oct 2015
Financial Advisor
Jul 2013 - Oct 2014
FAQ
Frequently asked questions about Simon La
Quick answers generated from the profile data available on this page.
What company does Simon La work for?
Simon La works for Aviso Wealth.
What is Simon La's role at Aviso Wealth?
Simon La is listed as Investment Representative at Aviso Wealth.
What is Simon La's email address?
AeroLeads has found 1 work email signal at @td.com for Simon La at Aviso Wealth.
Where is Simon La based?
Simon La is based in Greater Toronto Area, Canada, Canada while working with Aviso Wealth.
What companies has Simon La worked for?
Simon La has worked for Aviso Wealth, Td, Td Waterhouse, Cibc, and Sun Life Financial.
How can I contact Simon La?
You can use AeroLeads to view verified contact signals for Simon La at Aviso Wealth, including work email, phone, and LinkedIn data when available.
What skills is Simon La known for?
Simon La is listed with skills including Wealth Management, Mutual Funds, Retirement Planning, Finance, Microsoft Office, Investment Strategies, Securities, and Financial Planning.
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