Simon Chun
President, Portfolio Manager, and Chief Compliance Officer @Youfirst Financial Inc
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WORK HISTORY
President, Portfolio Manager, and Chief Compliance Officer @Youfirst Financial Inc
Toronto, ON, CA
Lead overall firm strategy, portfolio management, and client service for a growing independent wealth management practice- Manage discretionary investment portfolios across multiple asset classes with a focus on risk-adjusted returns and long-term value creation for private clients, trusts, and corporations- Develop and implement customized financial and investment strategies aligned with each client’s goals, risk tolerance, and time horizon- Monitor global economic trends and capital markets to identify opportunities and manage risk in evolving market conditions- Oversee regulatory compliance and ensure adherence to OSC and industry standards, maintaining a strong culture of fiduciary responsibility and compliance- Build and maintain trusted client relationships through transparent communication and a disciplined, planning-led approach- Represent the firm publicly through thought leadership, strategic partnerships, and community engagement.
EDUCATION
Queen's University
B.Sc, Chemical Engineering
Canadian Securities Institute
Partners, Directors, and Senior Officers Course, Business Administration and Management, General
CFA Institute
Passed CFA Level I, II, and III, Finance, General
FP Canada
Certified Financial Planner (CFP®) Candidate, Financial Planning and Services
SKILLS
ABOUT SIMON CHUN
I’m passionate about capital markets and dedicated to helping clients achieve their financial goals through disciplined investment management and thoughtful planning. As a Portfolio Manager, I have a proven track record of delivering strong results and highly personalized service.I manage diversified, multi-asset portfolios across equities, fixed income, alternatives, and real estate, with a focus on optimizing risk-adjusted returns. My strategies are tailored to each client’s objectives, whether the goal is preserving capital, generating income, or pursuing growth.By staying attuned to global economic trends and geopolitical developments, I identify opportunities and manage risks in an evolving market landscape. Financial planning is fully integrated into my approach to ensure strategies align with broader life goals and adapt as circumstances change.Strong risk management and open communication are at the core of my philosophy. I aim to build lasting relationships and help clients navigate complexity with clarity and confidence.I welcome connections with finance professionals, potential clients, and anyone interested in advancing their financial journey.
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