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Simon Simonian

Portfolio Manager at Montrusco Bolton Investments

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Simon Simonian is Portfolio Manager of Montrusco Bolton Investments Inc., a Montreal, Quebec investment adviser.

Role at Montrusco Bolton Investments

Title on Schedule A
Portfolio Manager
Control
Simon Simonian is a control person of Montrusco Bolton Investments.
Ownership
An individual ownership band is not available in the source record.
Tenure
Simon Simonian has held the filed role since July 2014.

The firm

Montrusco Bolton Investments Inc.
Montreal, Quebec,

Form ADV filed 31 March 2026

$12.9B AUM343 clients16 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Simon Simonian is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Simon Simonian
CRD
2646580
Firm
Montrusco Bolton Investments Inc.
Record basis
Form ADV officer listing
Firm bio
montruscobolton.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Simon Simonian is a portfolio manager responsible for the Canadian Equity and Small Cap Equity strategies. His biography lists a BBA from HEC Montréal and an MSc in Administration, specialized in finance, from Université Laval. Official firm biography

Education

  • BBA from HEC Montréal; MSc in Administration, specialized in finance, from Université Laval.Official firm biography

Common questions

Where does Simon Simonian work?

Simon Simonian has been Portfolio Manager of Montrusco Bolton Investments Inc. since July 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Montrusco Bolton Investments

  • Sylvain Boule
    President & Chief Executive Officer
  • Jean-Claude Ayotte
    Senior Vice President, Corporate Affairs
  • Olivier Barres
    Vice President, Fixed Income and Client Servicing
  • Benoit Bourdages
    Vice President, Operations and Data Analytics
  • Marc Drolet
    Vice President, Head of Client Servicing
  • Claude-Andre Duquette
    Senior Vice President, Head of Business Development and Marketing
  • Dina Fakhry
    Senior Vice President and Chief Operating Officer/Corporate Secretary
  • Karine Gareau
    Vice President, People & Culture
  • Richard Guay
    Senior Vice President, Institutional Markets
  • Fabrice Leger
    Vice President, Finance and Chief Financial Officer
  • Stephane Roy
    Vice President, Chief Technology Officer
  • Thimothy Russell
    Vice President, Client Servicing
  • Julie ST-Germain
    Vice President, Client Servicing
  • Jason Szczepkowski
    Vice President, Assistant Head of Client Servicing, North America
  • Ginette Therien
    Senior Vice President, Governance and Chief Compliance Officer
  • Simon Tremblay
    Vice President, Institutional Markets
  • John-Henri Goldsmith
    Head of Canadian Equities
  • Robert Hiscock
    Portfolio Manager
  • Marc Lecavalier
    Senior Portfolio Manager, Small and Mid-Cap Equities
  • Jean-David Meloche
    Head of Global Equities
  • Munir Shahin
    Shareholder
  • Piotr Marek Stusio
    Shareholder

Sources

  1. IAPD individual lookup, CRD 2646580. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Montrusco Bolton Investments Inc., filed 31 March 2026. Title, control and ownership bands.
  3. Montrusco Bolton Investments team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Simon Simonian or Montrusco Bolton Investments Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.