Financial Planning

Discover what’s right for you.

Strategies beyond the ordinary; a high net-worth experience.
The Simpson Wealth Management Group caters mainly to high-net worth families and individuals. The world’s wealthy and ultra-wealthy individuals are defined as those with over US$1 million and US$10 million in investable assets, respectively. This is an exclusive group of enterprising families and individuals that Simpson Wealth Management Group is privileged to serve.

If your portfolio's substantial size has made it too complex or time-consuming for you to manage your investments on your own, we can offer you freedom from these tasks through a Private Investment Management service. Under this discretionary relationship, you set the overall direction of your portfolio, while delegating day-to-day investment decisions to highly qualified professionals. 

Our advisory services.
Alternatively, if your preference is to remain more involved in day-to-day decisions regarding your portfolio, we can also work with you on an advisory or investment consulting basis. In an advisory role, the Simpson Wealth Management Group offers you:

  • Flexibility in your involvement and decision-making
  • Personalized one-on-one advice
  • Custom-designed investment portfolio based on your specifications
  • Top-ranked research to help you make informed decisions
  • Regular communication to keep you apprised of your progress

Whatever your preference, you can be assured that the Simpson Wealth Management Group will tailor our services to meet your unique needs.

We thank you for your interest in Simpson Wealth Management Group. We welcome you to further explore how our services may benefit you and your family. If you are left with any questions, we offer a private, complimentary consultation with David Simpson, Vice President & Portfolio Manager.

For more information, discover our RBC Wealth Management Resource Guidebook
or, please contact us.