Sensible. Thoughtful. Understanding.
Simon Vass attended the University of Lethbridge where he earned his Bachelor of Management degree. He’s currently based in Edmonton and serves as a senior financial advisor. Armed with his Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, you can rely on Simon to be a trusted partner, providing timely and high quality service.
Learning and growing together
Simon has helped more than 200 client households throughout his 25 years in the financial industry. Early in his career, while starting a family and raising two young boys, he experienced the financial crisis of 2008. It was a defining moment for Simon, helping him learn, grow, and develop lasting bonds with his clients as they went through the crisis together. Simon has been working with Alberta families for 18 years at ATB, helping many of them reach retirement and enjoy their golden years. He’s here to help you understand your finances, and become confident through discussion, planning, and solid advice.
Building confidence in your plan
During his off-time, Simon cherishes spending time with his two boys, Robert and Matthew, and travelling to the far corners of the world. When he’s closer to home, you can find him peacefully enjoying his back garden with a book in hand. An avid reader, he follows pertinent news through Economist magazine and Bloomberg Financial.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: