Simon Bernard is a bilingual Senior Wealth Advisor whose interest in financial planning began early. By his early teens, he already knew he wanted to pursue the profession. Today, Simon brings a decade of financial-planning experience at Vaillancourt & Associés Private Wealth Management, along with two years in financial audit. He holds a Bachelor of Business Administration with a major in marketing from Bishop’s University - Williams School of Business, as well as the RRC and CERTIFIED FINANCIAL PLANNER® designations. 

Simon believes effective planning begins with listening. He guides clients through a structured process—from discovery and information gathering to plan review and implementation—while welcoming their questions and involvement at every stage. By clearly explaining proposed strategies, he helps clients understand their options and make informed decisions with greater confidence. 

Outside work, Simon is active in the region’s basketball community as a player and guest/assistant coach. He also enjoys cheering on the Ottawa Senators, golfing, attending concerts and spending time at the cottage with his family.

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