Simon Chan M.B.A., CFP, CPRC

Simon Chan is the founder and chief executive officer of Adapt with Intent, Inc., a boutique consulting firm that works with leaders, educators, and organizations to reframe their thinking and redesign new ways of working across life stages. Adapt with Intent focuses on the intersection of longevity and work and how we might adapt careers, work systems, and what “retirement” might look like. Simon is a talent and innovation executive with over 25 years of experience and has spent over 15 years in the group retirement and benefits industry. He has a diverse background in financial services, technology, academia, and not-for-profit sectors. Simon has held a variety of senior positions in strategy, corporate innovation, talent attraction, product development, business development, and operations. Prior to founding Adapt with Intent, he was vice president of talent, academy, and future of work at Communitech, a globally recognized innovation hub. Simon is a well-respected futurist who speaks regularly at conferences on the future of work and learning and corporate innovation. He recently contributed a chapter in one of the hottest retirement books on Amazon, Longevity Lifestyle by Design. In his chapter entitled “The New Game of Life for the Next Generation,” Simon shares his perspective on what increasing longevity means for his generation (Gen X). He holds a master of business administration degree from Wilfrid Laurier University, and he now serves as vice-chair of the university board of governors. Simon also holds Certified Financial Planner (CFP) and Certified Professional Retirement Coach (CPRC) designations.