About
Sima Etezadi joined Purpose Investments as a Business Development Manager in February 2025, after holding the same role at Desjardins for over three years. She supports advisors and discretionary teams, and holds the Chartered Investment Manager (CIM) designation, a management degree from HEC Montréal, and a Master of Arts from the Université libre de Bruxelles. She plans to pursue the CAIA designation to expand her knowledge of alternative strategies.
Experience
- Purpose InvestmentsBusiness Development Managercurrent2025 — presentMontreal, Quebec, Canada
- DesjardinsRegional Investment Consultant (Internal Wholesaler)2021 — 2025Montreal, Quebec, Canada
- DesjardinsWealth Management Advisor (Interim)2020 — 2021Montreal, Quebec, Canada
- DesjardinsPersonal Finance Advisor2019 — 2021Montreal, Canada Area
- DesjardinsClient Service Advisor2017 — 2018Montreal, Quebec, Canada
- DesjardinsFinancial Services Agent2014 — 2017
- ESPACE CERCLE CARRÉCoordinator2013 — 2014Montreal, Quebec, Canada
- Festival of Cinema "Vues d'Afrique"Public Development Agent2013Montreal, Quebec, Canada
- Centre PompidouAssistant of Public Relations2011 — 2012Paris, France
- Université Sorbonne NouvelleTutor of English Literature2010 — 2011Greater Paris Metropolitan Region
- Azad UniversityLecturer of English Literature2007 — 2009Shiraz, Iran
- Bahar Language InstituteEnglish Language Teacher / French Language Teacher2007 — 2009Shiraz, Iran
- Iran Language InstituteEnglish Language Teacher2003 — 2007Shiraz, Iran
Education
- HEC MontréalD.E.S.S / Graduate degree in Management, Management2016 — 2019
- Université libre de BruxellesMaster's degree, Drama and Dramatics/Theatre Arts2009 — 2011
- Shiraz UniversityMaster's degree, English Language and Literature2005 — 2007
- Persian Gulf UniversityBachelor of Arts - BA, English Language and Literature2000 — 2004
Skills & more
Investment Management1BilingualismClient-focusedCoachingInvestment PortfoliosFinanceFinancial AdvisoryWealth AccumulationWealth Management Services1Investments1Client Relations1Sales
+12 more
Investment Advisory ServicesBusiness DevelopmentFinancial ServicesBusiness Relationship ManagementResearchCommunicationInterpersonal SkillsManagementMicrosoft ExcelRédactionMicrosoft OfficeEnglishLanguages Anglais · Espagnol · Français · Perse
- Chartered Investment Manager (CIM®) — Canadian Securities Institute
- Portfolio Management Techniques (PMT®) — Canadian Securities Institute
- Investment Management Techniques — Canadian Securities Institute
- Responsible Investment Specialist (RIS) — Responsible Investment Association
- Cours sur le commerce des valeurs mobilières au Canada (CCVM) — Canadian Securities Institute
- Fonds d’investissement au Canada (FIC) — Canadian Securities Institute
From Sima's professional profile.
Same school
Also attended HEC Montréal97
Frank BalasSenior Investment Director - Energy at Emerald Technology Ventures AgTom Espiard-CignacoPresident and Managing Director at CapagroNassim OliveGeneral Partner at Eterna CapitalGenevieve TanguayPartner at Panache VenturesEric Martineau-FortinFounder & Managing Partner at White Star CapitalJean-Francois MarcouxCo-Founder & Managing Partner at White Star Capital
+ 91 more
Also attended Université libre de Bruxelles31
Anne DeGheestMentor Capitalist, Investor & Corporate Advisor at Joyance PartnersAnne PrignonInvestor at Inventures Investment PartnersGuillaume DeferMarketing Director at HeadlineDaniel GrossmannManaging Partner & Co-Founder at Kharis CapitalClaire MunckManaging Partner at ScaleFundBenoit DumontBoard Member at Zebra Impact Ventures
+ 25 more
Shared employers
Also worked at Desjardins11
Robert LevesqueDirector at AQC CapitalChristine BeaubienCo-Founder and Managing Partner at Accelia CapitalGeorge AlifragisSVP, Head of Operating Network & Ecosystem at Metropolitan PartnersMark Anthony SdaoM&A Advisor, Avalon Partners at Boreal VenturesFrançois ThibaultCFA, MBA, M.Sc. at Xpand CapitalYoucef BouayadMentor at Amiral Ventures
+ 5 more
Colleagues at Purpose Investments
Alia Durbarry
Trader at Purpose Investments
Andrew McBain
VP, Sales Ontario at Purpose Investments
Anis Jubaili
Business Development Manager at Purpose Investments
Barry Morrison
Portfolio Manager at Purpose Investments
Blake Bonham
VP, Sales Eastern Ontario/Maritimes at Purpose Investments
Brett Gustafson
Associate Portfolio Manager at Purpose Investments
Brett Morden
VP, Sales – Alberta & Saskatchewan at Purpose Investments
Craig Basinger
Chief Market Strategist, CFA at Purpose Investments