My Team

Rod Simpson

Senior Investment Advisor B.Mgmt., FCSI, PFP

Kelli Byrne

Associate Advisor BA

Rod Simpson, B.Mgmt., FCSI, PFP

Senior Investment Advisor



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. 

Important notices