A Message from David Agnew, CEO, RBC Wealth Management Canada

At RBC Dominion Securities, we pride ourselves on providing the highest quality advice, service and investment solutions to our clients. The Simpson Wealth Management Group of Dominion Securities embodies these principles and values, and will work with you to create truly personalized wealth management strategies and do so with the utmost professionalism and care.

With over 21 years of experience in the industry, Dave is one of the top performers at our firm, holding a membership on our prestigious Chairman’s Council – one of the highest achievements at RBC Dominion Securities. Dave is dedicated to his loyal clientele and will go above and beyond to provide a superior client experience.

Planning your financial future has become more challenging in recent years, and this team understands these challenges. They have established an investment style and disciplined process that caters to the most sophisticated individuals and businesses.

The Simpson Wealth Management Group’s ability to provide exceptional wealth management advice and services has earned the trust and respect of clients and their families. By choosing Dave and his team, you will benefit from the expertise and professionalism of one of the leading advisory teams at RBC Dominion Securities, and the full resources of the leading wealth management firm in Canada.

David Agnew, CEO, RBC Wealth Management Canada      


A Message from Cal Malhiot, Vice President and Regional Director, Alberta RBC Dominion Securities

I have known and had the pleasure of working with Dave since 2007. I can attest that as one of our top advisors in the country, he works very hard each and every day to look after his valued clients. His finance and accounting background gives him the ability to provide sound investment advice as well as have a great understanding of more complex wealth management and tax issues.

Dave has built and is supported by a very strong team who possess years of combined experience to help him service his clients. He has dealt with many of his clients for a long time and he goes out his way to get to personally know all family members as he helps them with their financial needs. He is a senior and trusted advisor of our firm and someone I am proud to recommend for you and your family.

Cal Malhiot, Vice President and Regional Director, Alberta, RBC Dominion Securities    


Our Valued Clients

"We were exceptionally fortunate to find Dave and is wonderful team as we planned our retirement. They consistently go above and beyond in providing top notch service, with a personal touch, including phone calls, birthday recognition with a card in the mail and starting each day with the morning global update. His team is client focused and keen to exceed your expectations. You won't be disappointed with the exceptional service of Dave and his team."

A & A. Hume

“My family and I have built such a strong relationship with Dave and his team over the years, which is something that we extremely value. Dave consistently shows he is committed to our family’s financial security and success. When I work with Dave, I don’t feel like I am working with my financial advisor, I feel like I am working with a friend. His confident, caring demeanor gives me full trust in him and his team. I sleep at night knowing my wife and I are going to live the retirement of our dreams.”

- R & L. Brooks 

“The Simpson Wealth Management Group has taken our investment goals, family life stage, and plans for the future and created a comprehensive strategy to help us achieve it. Dave’s profound knowledge of the industry has translated to solid portfolio returns.”

- J. Stolz

"We have worked with David and his team for over a decade now, and our experience has been nothing but positive. David and his team are top notch and very much attuned to their clients’ needs. We have relied on David not only for investing, but for Estate planning, Tax planning and Will preparation. He offers the full package. We have always appreciated David’s approach to investing. His style epitomizes that old fable about the Tortoise and the Hare - “slow and steady wins the race”. This approach has provided solid, worry-free growth of our portfolio over the years, despite the vagaries of the market, including the financial crisis. It has allowed us to sleep at night and enjoy our retirement without financial concern."
- G & B. Montgomery

"We have known and had the pleasure of working with Dave for over 20 years. During this time we have developed a strong, trusted relationship with Dave and his team. Together they are very knowledgeable, always responsive, and advise us with our family’s priorities in mind.”

- F & A. Angelini

“I have worked directly with Dave for over 13 years now. He and his team have consistently worked in our best interest to mitigate risk and maximize our portfolio returns, through good and bad times. In our relationship with Dave we know that our money is in the hands of an honest professional. I specifically value his team's availability and ability to answer the phone; they are very reachable.”

- R. Maguire

For more information, please contact us.