Rod Simpson, B.Mgmt., FCSI, CIM, PFP

Investment Advisor

403-317-4325 | Email me
403-317-4333
1-800-647-7752

Rod is a long-time Southern Alberta resident, originally from Claresholm. He has lived in the Lethbridge community for the past 28 years with his wife & four children. Rod has been with Royal Bank Financial Group since 1994, specifically as an Investment Advisor with RBC Dominion Securities for the last 19 years. Away from the office he enjoys spending time with his family, volunteering in his community and a wide variety of sports.

Rod is an Investment Advisor that helps wealthy families, individuals and businesses understand which financial products to hold and why they should hold them. Rod helps to translate financial lingo into more understandable terms, which is essential for you to make an informed investment decision.

Rod is one of the most well trained investment advisor's in the Lethbridge area and believes he has a responsibility to continually improve his financial knowledge. As a result he has completed the following professional courses and designations and continues to add to this list:

 

  • Bachelor of Management Degree from University of Lethbridge (B.Mgmt, Marketing)
  • Chartered Investment Manager Designation (CIM®)
  • Fellowship of the Canadian Securities Institute (FCSI)
  • Personal Financial Planning Diploma
  • Specialist Trust Institute Designation (STI)
  • Personal Financial Planner Designation (PFP)
  • Personal Financial Counseling Diploma
  • Canadian Securities Course
  • Conduct & Practices Course
  • Investment Funds in Canada Course
  • Level 1 toward Chartered Financial Analysts Course (CFA)
  • Life Insurance Level 2 & Accident and Sickness Insurance through the Alberta Insurance Council
  • Option Licensing Course
  • Derivatives Fundamentals
  • Jacks Institute Intermediate Tax Preparation Course

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I strongly believe in an individual commitment to you.

Every person or business is unique, and therefore require a professional and thorough approach in determining individual financial needs and goals. I believe the key to successful investing is the creation of a long-term plan that sets realistic and achievable goals. My clients value my caring and personal approach and they know that they can rely on my expertise and professionalism no matter what their financial needs.

You can count on Rod to help you Achieve your Investment Objectives. His Planning Process results in an investment strategy that you can understand.
Today, investors are faced with a broader array of investment options than ever before. Rod believes in taking a managed approach to investing money and looks for the best available managers in Canada, U.S., and around the world when setting up these kinds of portfolios. There are several different products available that allow him to help you access some of the worlds best money managers. This professional management of your portfolio is becoming increasingly popular and enables you to have peace of mind. 
 

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