Scott Simpson

Scott Simpson Email and Phone Number

Senior Investment and Retirement Specialist @ Wealthsimple
Toronto, ON, CA
Scott Simpson's Location
Toronto, Ontario, Canada, Canada
Scott Simpson's Contact Details

Scott Simpson personal email

n/a
About Scott Simpson

Scott became a Financial Advisor to complement his interest in finance management, investments, and wealth management.He is a Chartered Investment Manager, and for over a decade has been utilizing his specialized knowledge to assist clients with meeting their goals and objectives as they enjoy their lives. He believes that sound investment advice and low investment fees should be available to everyone.Scott is an avid fan of travelling, music, technology, and sports such as golf, hockey and tennis.

Scott Simpson's Current Company Details
Wealthsimple

Wealthsimple

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Senior Investment and Retirement Specialist
Toronto, ON, CA
Website:
wealthsimple.com
Employees:
1606
Scott Simpson Work Experience Details
  • Wealthsimple
    Senior Investment And Retirement Specialist
    Wealthsimple
    Toronto, On, Ca
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  • Wealthsimple
    Manager, Advisor Team
    Wealthsimple Jul 2023 - Present
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  • Wealthsimple
    Wealth Advisor - Associate Portfolio Manager
    Wealthsimple Nov 2018 - Present
    Canada
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  • Wealthsimple
    Senior Investment & Retirement Specialist
    Wealthsimple Nov 2018 - Present
    Toronto, Ontario, Canada
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  • National Bank Financial
    Senior Investment Associate
    National Bank Financial May 2017 - Nov 2018
    Toronto, Ontario, Canada
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  • Cibc Wood Gundy
    Associate Investment Advisor
    Cibc Wood Gundy Jan 2014 - May 2017
    Toronto, Canada
    Financial Advisor focusing on the management of personal and small business investment portfolios, while striving to provide the highest level of service. Specialties include:- Investment Advice- Portfolio Structure- Financial Planning- Retirement Planning- Corporations, Trusts & Estates- Tax & Estate Planning- RRSPs and TFSAs- Insurance Planning- Licensed to trade equities, fixed income securities, and options
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  • Cibc Wood Gundy
    Investment Planning And Associate Investment Advisor
    Cibc Wood Gundy Jun 2011 - Jan 2014
    Toronto, Canada
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Scott Simpson Skills

Investments Wealth Management Retirement Planning Mutual Funds Equities Portfolio Management Financial Advisory Financial Planners Strategic Financial Planning Investment Strategies Estate Planning Financial Planning Fixed Income Investment Advisory Asset Allocation Securities

Scott Simpson Education Details

Frequently Asked Questions about Scott Simpson

What company does Scott Simpson work for?

Scott Simpson works for Wealthsimple

What is Scott Simpson's role at the current company?

Scott Simpson's current role is Senior Investment and Retirement Specialist.

What is Scott Simpson's email address?

Scott Simpson's email address is sc****@****cibc.ca

What schools did Scott Simpson attend?

Scott Simpson attended Western University, George Brown College.

What are some of Scott Simpson's interests?

Scott Simpson has interest in New Technology, Entrepreneurship, Traveling, Music, Golf, Squash, Tennis, Hockey.

What skills is Scott Simpson known for?

Scott Simpson has skills like Investments, Wealth Management, Retirement Planning, Mutual Funds, Equities, Portfolio Management, Financial Advisory, Financial Planners, Strategic Financial Planning, Investment Strategies, Estate Planning, Financial Planning.

Who are Scott Simpson's colleagues?

Scott Simpson's colleagues are Narges A., Birunthaa Umamahesan, Maya Bogojevic, Annie Jian, Cpa, Paul Arman Jenjenian, Ricky Jassal, Quinn Bowie.

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