Dave Simpson

Investment Advisor & Portfolio Manager

403-266-9615 | Email me
403-299-7100
1-800-310-6484

David  brings over 17 years of investment experience managing client’s hard earned assets.  He is widely known as 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 for the past 10 consecutive years, David has been named a member of the RBC Dominion Securities Chairman’s and Executive Council, a special group formed to recognize the firm’s leading investment advisors.  As an elite money manager he was awarded the Brendan Wood International Top Gun award of excellence.

 

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 Inc. 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.

 

Outside the office, David is an active community leader volunteering with 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, reading and traveling with the family.

Britt McLeod

Associate Advisor

403-266-9615 | Email me
403-299-7100
1-800-310-6484


As a member of the Simpson Wealth Management Group, Britt has over 14 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 execution of long-term business strategies. 

 

Britt attended the University of Calgary where she received her Bachelor of Arts degree in Psychology.  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 daughter and husband, traveling through Europe and is an avid Formula 1 fan.
 

Myra Bharadwa

Associate

403-299-7134 | Email me
403-299-7100
1-800-310-6484


Myra is a licensed Associate with over 14 years of industry experience and is an integral part of the Simpson Wealth Management Group.  She graduated from the University of Calgary with a Bachelor of Arts Degree. 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 & rebalancing portfolios and the continuous monitoring of market information involved with our discretionary strategies.

 

Her past volunteer experience includes wielding the occasional hammer for Habitat for Humanity and manning the dinner service line at the Calgary Drop-In & Rehab Centre.