Career
Simon Tremblay has been Vice President, Institutional Markets of Montrusco Bolton Investments since December 2025. Simon Tremblay is a control person of the firm and directly owns under 5% of it. Simon Tremblay holds a BBA from Université Laval. Simon Tremblay studied Studies at Aston Business School.
Montrusco Bolton Investments Inc. is a Montreal, Quebec, Canada firm with $12.9B under management, 343 clients and 16 advisers across 6 offices, as of its March 2026 filing.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Montrusco Bolton Investments
- Chartered Financial Analyst (CFA)
- Financial Risk Manager (FRM)
- Chartered Market Technician (CMT)
- Chartered Investment Manager (CIM), Canadian Securities Institute
- Fellow of the Canadian Securities Institute (FCSI)
- CFA Institute Sustainable Investing Certificate
Individual registration and examination information for Simon Tremblay 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 Tremblay
- CRD
- 8241863
- Record basis
- Form ADV officer listing
- Firm bio
- montruscobolton.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Simon Tremblay work?
Simon Tremblay has been Vice President, Institutional Markets of Montrusco Bolton Investments Inc. since December 2025, and is a control person of the firm.
Is Simon Tremblay a CFA charterholder?
Montrusco Bolton Investments lists Simon Tremblay with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Leadership at Montrusco Bolton Investments
- Sylvain BoulePresident & Chief Executive Officer
- Jean-claude AyotteSenior Vice President, Corporate Affairs
- Olivier BarresVice President, Fixed Income and Client Servicing
- Benoit BourdagesVice President, Operations and Data Analytics
- Marc DroletVice President, Head of Client Servicing
- Claude-André DuquetteSenior Vice President, Head of Business Development and Marketing
- Dina FakhrySenior Vice President and Chief Operating Officer/Corporate Secretary
- Karine GareauVice President, People & Culture
- Richard GuaySenior Vice President, Institutional Markets
- Fabrice LegerVice President, Finance and Chief Financial Officer
- Stephane RoyVice President, Chief Technology Officer
- Thimothy RussellVice President, Client Servicing
- Julie St-germainVice President, Client Servicing
- Jason SzczepkowskiVice President, Assistant Head of Client Servicing, North America
- Ginette TherienSenior Vice President, Governance and Chief Compliance Officer
- John-henri GoldsmithHead of Canadian Equities
- Robert HiscockPortfolio Manager
- Marc LecavalierSenior Portfolio Manager, Small and Mid-Cap Equities
- Jean-david MelocheHead of Global Equities
- Munir ShahinShareholder
- Simon SimonianPortfolio Manager
- Piotr Marek StusioShareholder