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The Simpson Wealth Management Group is committed to providing our high net worth clients with a boutique service experience. We present comprehensive solutions for affluent individuals, families and companies in the areas of portfolio management and financial planning.

 

Helping You Achieve Your Goals and Dreams

 

Planning for your financial future is more than just looking at numbers.  Wealth management should incorporate and nurture security, confidence and trust – values that evolve naturally out of our dedication and commitment to clients.  It is about the people and dreams behind the figures that matter the most.  It is all about you and your life.  Our goal is to establish life-long relationships and help you guide your wealth in a way that enables you to achieve your life goals.

 

Recognized as one of the top 50 investment teams at RBC Dominion Securities Inc. across Canada we work hard to help you gain peace of mind and achieve your dreams for the future.  Whether it’s a worry-free retirement, fulfilling a lifelong ambition, running a successful business, or leaving a legacy to your loved ones and cherished cause, we work with you every step of the way.

 

Managing your wealth can be complex and time-consuming.  Our team works to simplify your life by addressing all aspects of your financial well being from investments and insurance to tax and estate planning.  Supported by a team of dedicated professionals including lawyers, tax accountants and financial planners, we help you make the right decisions about your wealth and help you build the future you desire.