Simon Chan
 

Simon Chan

INSURANCE, PENSION, & FINANCIAL ADVICE EXPERT

Simon is currently President BAL Consulting, a boutique consulting firm which corporations and start ups with innovation and strategy. He was most recently the Assistant Vice President, Strategic Initiatives for Manulife Financial where he was responsible for strategic planning and development for the Insurance and Investment businesses as well as leading the digital solutions, advisor experience and regulatory and public affairs teams.

He has worked in the financial services industry for 20 years and has a diverse background in banking, investment management, and group pension/benefits where he has held a variety of senior positions in strategy, product, business development, operations, and project management.

Simon holds a Masters of Business Administration from Wilfrid Laurier University is a CFP (Certified Financial Planner) and PMP (Project Management Professional). Simon is currently involved in a number of roles in the Kitchener Waterloo tech ecosystem which includes acting as a corporate engagement specialist at the Accelerator Centre and a leadership coach at Communitech.


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