Insurance Advisor - Intergenerational Estate Planning
Mcinnis Insurance
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Simon Mcinnis Email & Phone Number
Insurance Advisor - Intergenerational Estate Planning
at
McInnis Insurance
1 work email found
@alignedcapitalpartners.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Insurance Advisor - Intergenerational Estate Planning
Location
Canada, Canada, Canada
Who is Simon Mcinnis? Overview
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Quick answer
Simon Mcinnis is listed as Insurance Advisor - Intergenerational Estate Planning at McInnis Insurance, based in Canada, Canada, Canada. AeroLeads shows a work email signal at alignedcapitalpartners.com and a matched LinkedIn profile for Simon Mcinnis.
Simon Mcinnis previously worked as Insurance Advisor at Platform and Wealth Advisor at National Bank Financial- Mcinnis Wealth Management. Simon Mcinnis holds Mbet, Engineering from University Of Waterloo.
Company email context
Email format at McInnis Insurance
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{first_initial}{last}@alignedcapitalpartners.com
86% confidence
AeroLeads found 1 current-domain work email signal for Simon Mcinnis. Compare company email patterns before reaching out.
Profile bio
About Simon Mcinnis
I am an advisor to Canadian Business families with a focus on innovative financial strategies to enhance and preserve wealth through insurance-based structures. Succession Planning | Liquidity Events | Wealth Integration Planning Corporate & Personal | Intergenerational Planning | Estate PlanningContact Info: smcinnis@platformfinancial.ca
Listed skills include Management, Sales, Marketing Strategy, Leadership, and 9 others.
Current workplace
Simon Mcinnis's current company
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8 roles
Simon Mcinnis work experience
A career timeline built from the work history available for this profile.
Insurance Advisor
Current
Jan 2024 - Present
Insurance Advisor - Intergenerational Estate Planning
Mcinnis Insurance
Feb 2020 - Jan 2024
Wealth Advisor
National Bank Financial- Mcinnis Wealth Management
Our proven approach provides rewarding results to our clients, regardless of their life-stage, or the uniqueness of their individual requirements.
Feb 2017 - Feb 2020
Consultant
DNAstack is a massively scalable platform for genomic data management, sharing, and analysis. It makes genomics simpler by reducing barriers that stand between DNA sequencing data and genetic scientists, so that discoveries that help realize precision medicine can be made faster.
Mar 2016 - Feb 2017
Consultant
Blitzen (AngelPad W14) helps the SMB capture consumer data used for sending targeted, personalized content while effectively managing leads. The platform makes it simple to build and connect online forms and favourite web apps such as Google Apps, Slack, MailChimp, Dropbox to name a few.
Mar 2016 - Feb 2017
Consultant
Venture North
Feb 2015 - Feb 2017
Account Manager
Veba Inc.
Building high quality relationships with key customers Integrated sales strategies targeting athletic associations Sales and cost forecasting Industry trends analysis
Jun 2010 - Jun 2014
3 education records
Simon Mcinnis education
Mbet, Engineering
Bachelor Of Business Administration (Bba), Sport Management Honours
Bachelor Of Business Administration (Bba), Sport Management
FAQ
Frequently asked questions about Simon Mcinnis
Quick answers generated from the profile data available on this page.
What company does Simon Mcinnis work for?
Simon Mcinnis works for McInnis Insurance.
What is Simon Mcinnis's role at McInnis Insurance?
Simon Mcinnis is listed as Insurance Advisor - Intergenerational Estate Planning at McInnis Insurance.
What is Simon Mcinnis's email address?
AeroLeads has found 1 work email signal at @alignedcapitalpartners.com for Simon Mcinnis at McInnis Insurance.
Where is Simon Mcinnis based?
Simon Mcinnis is based in Canada, Canada, Canada while working with McInnis Insurance.
What companies has Simon Mcinnis worked for?
Simon Mcinnis has worked for Mcinnis Insurance, Platform, National Bank Financial- Mcinnis Wealth Management, Dnastack, and Blitzen.
How can I contact Simon Mcinnis?
You can use AeroLeads to view verified contact signals for Simon Mcinnis at McInnis Insurance, including work email, phone, and LinkedIn data when available.
What schools did Simon Mcinnis attend?
Simon Mcinnis holds Mbet, Engineering from University Of Waterloo.
What skills is Simon Mcinnis known for?
Simon Mcinnis is listed with skills including Management, Sales, Marketing Strategy, Leadership, Team Building, Strategic Planning, Marketing, and Sales Management.
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