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

Kelli Byrne, BA

Associate

403-317-4340 | Email me
403-317-4333
1-800-647-7752

Originally from the Drayton Valley area, Kelli graduated from the University of Lethbridge with a degree in Anthropology, majoring in Archaeology. After years of digging, her interests turned to finance, and she joined the team at RBC Dominion Securities. She has been an associate and branch technology specialist with RBC DS for nearly 16 years, and a member of Rod's team for the last 14. Currently Kelli lives in Coaldale with her daughter and son. She is an avid hockey fan and in her spare time enjoys a wide variety of outdoor activities as well as watching her daughter's horseback riding and cheering on her son in the rink. But most of all she enjoys getting back to her roots and helping out on the farm whenever she can.