David B. Simpson, FMA, FCSI

Vice-President & Director, Portfolio Manager

403-266-9615 | Email me

"Trust, security, commitment - These are the basic foundations in which our relationships are built upon."

David brings over 21 years of investment experience managing individuals and families’ hard earned assets. He is one of the top investment advisors in Canada and has gained the trust and respect of his valued clients by providing them with sound, reliable investment advice. As Vice-President and Portfolio Manager with RBC Dominion Securities, David has been named a member of the RBC Dominion Securities Chairman’s and Executive Council, special groups formed to recognize the firm’s leading investment advisors. In addition, David has been awarded a number of external accolades as an elite money manager.

A graduate of the University of Calgary with a joint Bachelor of Commerce degree in Accounting and Finance, David began his career articling with the chartered accounting firm of KPMG prior to joining RBC Dominion Securities in 1997.

David has successfully completed the Canadian Wealth Management Techniques Course, Professional Financial Planning Course and Canadian Options and Derivatives Course. He has received the Fellowship of the Canadian Securities Institute (FCSI) designation – the highest and most prestigious designation awarded by the Canadian Securities Institute in Canada.

David is an active community leader outside the office, having been involved with and supporting Scouts Canada, Generations of Hope, ALS, Students Against Drinking and Driving, and the Calgary Minor Hockey Association.

David and his wife, Narda, have three children. In his spare time, David enjoys golf, running, hiking, cycling, reading, and traveling with the family.

Steven Penner, PFP

Investment Associate

403-299-5266 | Email me

Steve joined The Simpson Wealth Management Group in 2019 and brings with him 12 years of financial industry experience.  Steve’s focus to wealth management and his financial planning designation are a welcome addition to our team.  Steve is responsible for delivering on our superior client service by customizing a comprehensive financial plan specific to your future goals.

Steve graduated from the Red River Community College with a Business Administration diploma.  He has completed his Personal Financial Planning designation, Canadian Securities Course, Conduct and Practices Handbook, and is working on obtaining his Wealth Management Essentials designation.

Originally from Manitoba Steve relocated to Alberta in 2002.  Steve enjoys travelling, sports, and spending time in the mountains.  Steve is also an avid car enthusiast and is currently restoring a 1964 Buick LeSabre.

Britt McLeod

Associate Investment Advisor

403-266-9615 | Email me

"Client-service Expert, Diligent Mother, Outstanding Leader"

As the senior member of the Simpson Wealth Management Group, Britt has over 20 years of investment experience. Britt is responsible for client account management. Her dedicated commitment to superior client service, as well as vast knowledge in the financial industry makes her a valuable asset. Britt’s role is to maintain seamless client service and execute long-term business strategies.

Britt attended the University of Calgary where she received her Bachelor of Arts degree. She is also a fully licensed registered representative having completed the Canadian Securities Course, Conduct and Practices Handbook, and the Professional Financial Planning Course.

When away from the corporate environment, Britt enjoys spending quality time with her young daughter and husband, as well as traveling. She is also an avid Formula 1 fan.

Myra Bharadwa

Wealth Associate

403-299-7134 | Email me

"Communication Extraordinaire, Humanitarian, Honest Professional"

Myra is a licensed Associate with over 19 years of industry experience and is an integral part of the Simpson Wealth Management Group. Myra began her career with RBC Dominion Securities in 2000 and has been with the Simpson Wealth Management Group since 2005. She is committed to client excellence and ensuring that our client's needs are first priority. Myra's primary role includes portfolio monitoring and rebalancing, as well as the continuous oversight of the market information involved with our discretionary strategies.

Myra graduated from the University of Calgary with a Bachelor of Arts degree. She has successfully completed her Canadian Securities Course, Conduct and Practices Handbook, and Professional Financial Planning Course.

Myra's past volunteer experience includes wielding the occasional hammer for Habitat for Humanity and meal serving at the Calgary Drop-In & Rehab Centre. Beyond her extensive involvement with the community, Myra enjoys gardening, hiking, and traveling.

Melissa Bennie

Investment Associate

403-299-7135 | Email me

"First-class Service Provider, Kindhearted Mother, Office Glue"

Melissa has over 19 years of investment experience as tasked with our trader. As a licensed associate, her professional demeanor combined with a quirky sense of humor has served our clients well in providing first-rate service to clients, executing trades, handling inquiries regarding RRSPs, RIFs and GIC’s, as well as preparing client portfolio reviews.

Melissa graduated from the University of Calgary in 2001 with a Bachelor of Community Rehabilitation degree. She is also fully licensed, having completed the Canadian Securities Course, and the Conduct and Practices Handbook course.

Melissa is a native Calgarian. She, along with her husband Scott, a local business owner, are kept busy in their spare time shuttling their son and daughter to dance, hockey, golf and piano lessons. She enjoys spending quality time with family and friends, as well as reading, and the odd glass of merlot.

Inez Kwok

Associate

403-410-3961 | Email me

"Concierge Extraordinaire, International Succeeder, Communication Professional"

Inez has 9 years of industry experience, and plays a vital role in the success of the Simpson Wealth Management Group. As a concierge extraordinaire, her team responsibilities include daily management of client accounts, providing ongoing client communications, and acting as a primary contact for administrative inquiries. Inez’s dedication to accuracy and positive attitude compliments the team’s commitment to customer service excellence.

Inez is a graduate of the University of California, Berkeley with a Bachelor’s degree in Psychology. She was born and raised in Hong Kong, received territorial education in the US, and has lived and worked in Hong Kong, Singapore and Taiwan.

Outside of the office, Inez enjoys swimming, reading, and cooking. She loves being outdoors, and spending time with her family.

Lise Davidson

Associate

403-299-2389 | Email me

"Administrative Specialist, Experienced Professional, First-rate People-manager"

Lise has over 12 years of investment experience. Prior to working as an investment associate for the Simpson Wealth Management Group, Lise worked as a branch administrator for RBC. Her paramount administrative expertise assists the team with various duties, including the creation and updating of financial plans and online account items. Lise’s kind, caring demeanor, coupled with her many years of administrative experience and ability to work in a fast paced environment make her as good as it gets on the administrative side.

Lise is a fully licensed registered representative having completed the Canadian Securities Course, and Conduct and Practices Handbook.

Lise is married and has 3 grown children. In her spare time, she enjoys working out, walking her two dogs, hiking, and spending time with her husband Ken.