Simpson Investment Management Group

Our expert team is here to meet your financial needs.

Welcome

At the Simpson Investment Management Group our focus is on conservative wealth management. Building and protecting your wealth is the cornerstone of our business.

As your financial needs evolve over time, you will need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter to you most. We understand this and can help.

We believe that building wealth allows our clients to live the way they want. For different people this means different things; it can mean lifestyle choices, leaving a legacy, charitable giving or a combination of these. We help our clients realize their goals and enjoy the fruits of their labour.

We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products in order to meet all of your financial needs.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
A family toasting around a table in a courtyard.

Contact us

Get contact information for our team members and find out where our offices are.