At The Simpson Wealth Management Group we are committed to providing our high net worth clients with a boutique service experience. We present comprehensive solutions for affluent individuals, families and companies in the areas of portfolio management and financial planning.
The Simpson Wealth Management Group takes pride in managing and integrating our clients’ financial affairs in the following areas:
• Investment Management
The experience and analytical abilities of our team enable us to proactively manage portfolios on either a discretionary or a transactional basis. Unlike a traditional trading account, discretionary portfolios allow us to react more quickly to changing events. This arrangement suits the lifestyle of many of our busy clients who trust that we understand their needs and risk tolerance; and wish to delegate the responsibility to a team of experts.
We believe that providing integrated, seamless wealth management solutions through a disiciplined process is the best approach to ensuring you meet your long-term financial goals. This process allows us to work with you through the sensitive or challenging aspects of wealth management, helping you to make logical choices based upon sound advice rather than emotion.
Our long-time clients appreciate our integrity, our ability to deal with their concerns, and the depth of our understanding of the various aspects of financial markets.
As members of one of Canada's leading full service investment firms, we are able to meet the needs of the most sophisticated investor.