Ed Simpson Email & Phone Number

Montreal, Qc, Ca

Greater Montreal Metropolitan Area

Montreal, Canada Area

Edward Simpson is the co-founder of Zagari, Simpson & Associates Inc and co-creator of myplanning.ca. With over 8 years of experience in the insurance and investment industry Edward has reached numerous career achievements. After beginning his career with a publicly traded company based in Canada, he was recognized as a leader in wealth management services. In 2012, Edward and his close friend Michael Zagari, decided to open a boutique style financial planning office. Together they formed Zagari, Simpson and Associates, A family Wealth Management Company.Edward’s services are best provided to families who want assistance in creating an investment strategy or structure to follow. He specializes in retirement planning, investment advisory, insurance planning, tax planning strategies, and cash flow management. His guidance is educational in nature.As a financial security advisor, Edward’s top priority is to advise his clients on the benefits of financial planning which will ultimately provide security and confidence. He truly believes that by helping clients understand their options he is in fact, helping them navigate closer towards financial independence.

Montreal, Canada

Ville St Laurent, Qc

Edward Simpson is the co-founder of Zagari, Simpson & Associates Inc and co-creator of myplanning.ca. With over 8 years of experience in the insurance and investment industry Edward has reached numerous career achievements. After beginning his career with a publicly traded company based in Canada, he was recognized as a leader in wealth management services. In 2012, Edward and his close friend Michael Zagari, decided to open a boutique style financial planning office. Together they formed Zagari, Simpson and Associates, A family Wealth Management Company.Edward’s services are best provided to families who want assistance in creating an investment strategy or structure to follow. He specializes in retirement planning, investment advisory, insurance planning, tax planning strategies, and cash flow management. His guidance is educational in nature.As a financial security advisor, Edward’s top priority is to advise his clients on the benefits of financial planning which will ultimately provide security and confidence. He truly believes that by helping clients understand their options he is in fact, helping them navigate closer towards financial independence.

822 St Croix Ville St Laurent, Qc, H4L 3Y4

Edward Simpson is the co-founder of Zagari, Simpson & Associates Inc and co-creator of myplanning.ca. With over 8 years of experience in the insurance and investment industry Edward has reached numerous career achievements. After beginning his career with a publicly traded company based in Canada, he was recognized as a leader in wealth management services. In 2012, Edward and his close friend Michael Zagari, decided to open a boutique style financial planning office. Together they formed Zagari, Simpson and Associates, A family Wealth Management Company.Edward’s services are best provided to families who want assistance in creating an investment strategy or structure to follow. He specializes in retirement planning, investment advisory, insurance planning, tax planning strategies, and cash flow management. His guidance is educational in nature.As a financial security advisor, Edward’s top priority is to advise his clients on the benefits of financial planning which will ultimately provide security and confidence. He truly believes that by helping clients understand their options he is in fact, helping them navigate closer towards financial independence.

As a Consultant with Investors Group, my clients are individuals who are contributors to their company pension plans, RRSP's, TFSA's, CRIP, IPP, and other Investment accounts. My clients who are retired can expect a comprehensive retirement plan illustrating best approaches towards preserving retirement capital, inflation protection and tax preferred income.

Economics

Bachelor Of Business Administration - Bba

Education record