Rod Simpson

Investment Advisor

403-317-4325 | Email me

Rod is a long-time Southern Alberta resident originally from Claresholm. He has lived in the Lethbridge community for the past 20 years with his wife & four children. Rod has been with Royal Bank Financial Group since 1994, specifically with RBC Dominion Securities for the last 8 years. Away from the office he enjoys spending time with his family, and a wide variety of sports.

Rod is an investment advisor that helps wealthy families and individuals 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:

  • 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
  • Jacks Institute Intermediate Tax Preparation Course
  • Investment Funds in Canada Course
  • Level 1 toward Chartered Financial Analysts Course (CFA)
  • Completed Life Insurance Level2 & Accident and Sickness Insurance Exams through the Alberta Insurance Council
  • Option Licensing Course
  • Derivatives Fundamentals
  • Bachelor of Management Degree from University of Lethbridge (Marketing) (B.Mgmt)
  • Canadian Investment Manager Designation (CIM)