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    Simon Barcelon

    Vice President, Product at Purpose Investments

    Simon Barcelon is the Vice President of Product at Purpose Investments, specializing in Longevity Retirement Solutions.23 He plays a key role in developing and managing retirement products, particularly the Longevity Pension Fund, which aims to provide income security for retired Canadians.14

    Barcelon is known for his expertise in longevity risk and retirement planning. He has published insights on the impact of human longevity on retirement strategies, emphasizing the importance of understanding longevity risk in financial advising.4 His work focuses on addressing the challenges posed by increasing life expectancies and helping retirees make informed decisions about their financial futures.

    At Purpose Investments, Barcelon is involved in managing distribution levels for the Longevity Pension Fund, using a Funding Level approach to ensure stable retirement income for investors.6 He is described as humble, kind, and an excellent collaborator, recognized for his ability to pursue ambitious goals for the Longevity platform while maintaining a collaborative spirit.5

    Barcelon's expertise extends to analyzing demographic trends, retirement product gaps, and innovative solutions for income security in retirement. His work contributes to Purpose Investments' mission of redefining retirement and providing Canadians with income for life.14

    Related Questions

    What are Simon Barcelon's main responsibilities at Purpose Investments?
    How has Simon Barcelon contributed to the Longevity Pension Fund?
    What is Simon Barcelon's background before joining Purpose Investments?
    How does Simon Barcelon's work impact retirement planning strategies?
    What are some key insights Simon Barcelon has shared about longevity risk?
    Simon Barcelon
    Simon Barcelon, photo 1
    Simon Barcelon, photo 2
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    Location

    Toronto, Ontario, Canada