Simon Descarreaux, B.A.A., Cfa
AeroLeads people directory · profile

Simon Descarreaux, B.A.A., Cfa Email & Phone Number

Représentant en épargne collective chez Investia Services financiers inc. / Investia Financial Services Inc. at Investia Services financiers inc. / Investia Financial Services Inc.
Location: Capitale-Nationale, Quebec, Canada 9 work roles 3 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Investia Services financiers inc. / Investia Financial Services Inc.
Role
Représentant en épargne collective chez Investia Services financiers inc. / Investia Financial Services Inc.
Location
Capitale-Nationale, Quebec, Canada
Company size
512 employees

Who is Simon Descarreaux, B.A.A., Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Simon Descarreaux, B.A.A., Cfa is listed as Représentant en épargne collective chez Investia Services financiers inc. / Investia Financial Services Inc. at Investia Services financiers inc. / Investia Financial Services Inc., a with 512 employees, based in Capitale-Nationale, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Simon Descarreaux, B.A.A., Cfa.

Simon Descarreaux, B.A.A., Cfa previously worked as Représentant en épargne collective at Investia Services Financiers Inc. / Investia Financial Services Inc. and Conseiller en sécurité financière at Nexus Expertise Inc Cabinet En Assurance De Personnes. Simon Descarreaux, B.A.A., Cfa holds Cfa from Aimr.

Company email context

Email format at Investia Services financiers inc. / Investia Financial Services Inc.

This section adds company-level context without repeating Simon Descarreaux, B.A.A., Cfa's masked contact details.

Investia Services financiers inc. / Investia Financial Services Inc.

Review company-level records connected to Simon Descarreaux, B.A.A., Cfa before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Simon Descarreaux, B.A.A., Cfa

Je suis un conseiller en sécurité financière qui accompagne la clientèle d'affaires et de professionnels.Ayant été et étant encore en affaires, je suis la personne désignée pour aider et conseiller les entrepreneurs dans plusieurs secteurs les préoccupant. Achat et vente d'entreprises,financement, convention d'actionnaires, intégration d'associé(s), transfert d'entreprises intergénérationnel sont mes champs d'expertise.Expérience en gestion de portefeuille institutionnel et privéPropriétaire franchises restaurants (Thaï Express, Sushishop, Subway)2005-2017Directeur Finances et Trésorerie, Premier Tech, RDL 2003-2005Gestionnaire, Planification des placements UL, QC2000-2002Nécociateur obligations provinciales, Morgan Stanley,MTL1997-1999Stratégiste de marché, Ministère des Finances, Québec1994-1996Négociateur obligations Québec, Ministère des Finances, Qc1992-1994Trésorier marché monétaire et changes, Finances,Québec1989-1992Gestionnaire et arbitragiste, Trust Général,Qc1987-1989

Listed skills include Portfolio Management, Fixed Income, Derivatives, Financial Markets, and 15 others.

Current workplace

Simon Descarreaux, B.A.A., Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Investia Services financiers inc. / Investia Financial Services Inc.
Investia Services Financiers Inc. / Investia Financial Services Inc.
Représentant en épargne collective chez Investia Services financiers inc. / Investia Financial Services Inc.
canada
Website
investia.ca
Employees
512
AeroLeads page
Company profile
View company profile Email format
9 roles · 40 years

Simon Descarreaux, B.A.A., Cfa work experience

A career timeline built from the work history available for this profile.

Conseiller En Sécurité Financière

Current
Nexus Expertise Inc Cabinet En Assurance De Personnes

Québec

Notre entreprise offre des services financiers pour propriétaires d'entreprise, retraités des affaires et professionnels. Nous travaillons de concert avec nos différents partenaires pour présenter des stratégies en gestion du risque, en optimisation de rendement tout en respectant l'efficience fiscale.

Jan 2018 - Present

Vice-Président Et Associé Nexus Expertise Inc.

Nexus Expertise Inc.

Québec, Canada

Notre entreprise offre des services d'accompagnement pour propriétaires d'entreprise, retraités des affaires et professionnels hauts salariés. Nous produisons un dossier de planification financière personnel qui intègre un aspect corporatif. Notre dossier aligne les enjeux stratégiques de l'entreprise sur les objectifs des propriétaires. Nous présentons des stratégies en gestion de risques, en optimisation de rendement et en structures fiscales. Nous offrons ces services par l'entremise de forfaits à honoraires.

Dec 2016 - Dec 2017

Propriétaire 6 Franchises (3 Subway,1 Thaï Express, 2 Sushishop)

Propriétaire Subway

Bas St-Laurent Et Région De Québec

Les restaurants Subway ont été détenus de 2005 à 2011.Le restaurant Thaï Express a débuté en 2008 et a été vendu en 2014.Les 2 Sushishop ont été achetés en 2007 et 2008 .Une transaction a été faite en mai 2015. Dernier restaurant vendu novembre 2017.

2005 - 2017 ~12 yrs

Gestionnaire Planification Des Placements

Fonds De Pension Ul

Université Laval

Suivi des gestionnaires de placements.Implantation de la politique de placements. Sélection de gestionnaires.Responsable du comité de recherche.

2000 - 2002 ~2 yrs

Stratégiste De Marchés

Ministère Des Finances

Responsable de la gestion d'un portefeuille obligataire de 3 milliards. Gestion de la durée, transactions de courbe,gestion des écarts (spread trading) etc.Responsable de la mise en place de la négociation descoupons et résidus des titres Québec.Responsable d'une équipe de 4 personnes.

1994 - 1996 ~2 yrs

Gestionnaire Arbitragiste

Trust Général
1987 - 1989 ~2 yrs
Team & coworkers

Colleagues at Investia Services financiers inc. / Investia Financial Services Inc.

Other employees you can reach at investia.ca. View company contacts for 512 employees →

RJ Rachel Jansz, Mba Rachel Jansz, Mba Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Ajax, Ontario, Canada View → GL Geneviève Lefebvre Geneviève Lefebvre Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Saint-Augustin-De-Desmaures, Quebec, Canada View → ML Mike Lapointe, Cfp Clu Gba Mike Lapointe, Cfp Clu Gba Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Timmins, Ontario, Canada View → TE Thomas Ehmayer Thomas Ehmayer Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Calgary, Alberta, Canada View → YC Yves Charbonneau Yves Charbonneau Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Canada View → RC Robert Corbett Robert Corbett Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Canada View → PC Paul Carvalho, Cfa Paul Carvalho, Cfa Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Hamilton, Ontario, Canada View → OM Olivier Maheux Olivier Maheux Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Toronto, Ontario, Canada View → VM Vincent Massé Vincent Massé Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Gatineau, Quebec, Canada View → LM Lewis Morris, Chs, Ba (Hons) Lewis Morris, Chs, Ba (Hons) Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Kelowna, British Columbia, Canada View →
3 education records

Simon Descarreaux, B.A.A., Cfa education

Cfa

Aimr

Activities and Societies: Membre Association des CFA du chapitre de Montréal

Baccalauréat En Administration Des Affaires, Systèmes D'Information

Uqam

Dec ,Des, Sciences Humaines Avec Maths

Petit Séminaire De Québec

Activities and Societies: Volleyball intercollégial, athlète de l'année 1981

FAQ

Frequently asked questions about Simon Descarreaux, B.A.A., Cfa

Quick answers generated from the profile data available on this page.

What company does Simon Descarreaux, B.A.A., Cfa work for?

Simon Descarreaux, B.A.A., Cfa works for Investia Services financiers inc. / Investia Financial Services Inc..

What is Simon Descarreaux, B.A.A., Cfa's role at Investia Services financiers inc. / Investia Financial Services Inc.?

Simon Descarreaux, B.A.A., Cfa is listed as Représentant en épargne collective chez Investia Services financiers inc. / Investia Financial Services Inc. at Investia Services financiers inc. / Investia Financial Services Inc..

Where is Simon Descarreaux, B.A.A., Cfa based?

Simon Descarreaux, B.A.A., Cfa is based in Capitale-Nationale, Quebec, Canada while working with Investia Services financiers inc. / Investia Financial Services Inc..

What companies has Simon Descarreaux, B.A.A., Cfa worked for?

Simon Descarreaux, B.A.A., Cfa has worked for Investia Services Financiers Inc. / Investia Financial Services Inc., Nexus Expertise Inc Cabinet En Assurance De Personnes, Sfl Placements, Cabinet De Services Financiers, Nexus Expertise Inc., and Propriétaire Subway.

Who are Simon Descarreaux, B.A.A., Cfa's colleagues at Investia Services financiers inc. / Investia Financial Services Inc.?

Simon Descarreaux, B.A.A., Cfa's colleagues at Investia Services financiers inc. / Investia Financial Services Inc. include Rachel Jansz, Mba, Geneviève Lefebvre, Mike Lapointe, Cfp Clu Gba, Thomas Ehmayer, and Yves Charbonneau.

How can I contact Simon Descarreaux, B.A.A., Cfa?

You can use AeroLeads to view verified contact signals for Simon Descarreaux, B.A.A., Cfa at Investia Services financiers inc. / Investia Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Simon Descarreaux, B.A.A., Cfa attend?

Simon Descarreaux, B.A.A., Cfa holds Cfa from Aimr.

What skills is Simon Descarreaux, B.A.A., Cfa known for?

Simon Descarreaux, B.A.A., Cfa is listed with skills including Portfolio Management, Fixed Income, Derivatives, Financial Markets, Investments, Equities, Alternative Investments, and Asset Managment.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.