The Simmons Group

The Simmons Group have been assisting families with their investment management and retirement income planning needs for more than 15 years now and look forward to providing even better service for clients through RBC Dominion Securities – Canada’s leading Wealth Management firm. We take care to customize your experience from day one. There are no "one size fits all” solutions for our clients. Rather, we take the time required to understand your situation, your goals and objectives, so that we can deliver a comprehensive wealth management plan designed specifically to meet your needs. Furthermore, our attention to detail does not stop after the initial phase of our working relationship is complete. We have a very client focused business and specialize in providing the hands on attention to detail you deserve. Whether it is a reminder to top up your Tax Free Savings Accounts (TSFAs) each year; a discussion around an appropriate amount to invest for your children’s education fund (RESP); or a request for an annual review meeting to discuss your portfolio specifics and update your financial plan (Retirement Income Planning) – we look after things for you and take care of the details. We also offer our clients Private Investment Management – our premium level of discretionary wealth management designed to free you from the day-to-day details of managing your portfolio. Please view the "Private Investment Management" above for further details.  

Thank you for stopping by! If you have any questions at all or if you would like to arrange a time to meet, please feel free to contact us.

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