After obtaining his diploma in Actuarial Science from Laval University, Carl Simard earned an MBA, followed by the title of CFA (Chartered Financial Analyst). Over a period of 30 years working in the world of corporate finance, he acquired vast amounts of business knowledge by occupying key roles in the high management of private and public companies in Canada and the US. He carried out a number of major sales transactions and evaluated investment opportunities, totalling tens of millions of dollars.
As a portfolio manager, Carl’s customers benefit from his experience both as an investor and a businessperson. His reputation, based on integrity and rigor, naturally became the keystone of Medici’s own culture. His shrewd analyses of corporations combined with in-depth research, as well as his outspoken opinions, have led Carl Simard to become a sought-after contributor for different media outlets (Les Affaires, La Presse, Le Soleil, CBC Radio-Canada, Canal Argent).