Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor

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David is an experienced investment professional with over thirty years as a Wealth Advisor. David graduated from The University of Toronto with a degree in both economics and urban studies. After spending several years with one of Canada’s largest trust companies specializing in estate and investment planning, David joined a major investment firm and has been in the investment business ever since. David’s practice has grown due to his conservative approach to investing and the referrals he has gained from existing clients. His greatest satisfaction comes from his client’s financial success and the long-term relationship he develops with each one.

David is proud of his deep roots in the community as a third generation Hamiltonian and has been involved with the Hamilton Health Sciences Foundation and Hamilton Civics Hospital Foundation for over 32 years serving the past thirteen years as Chair of Finance, and Treasurer and Chair of the Hamilton General Hospital Foundation.  David has been deeply involved with Hillfield-Strathallan College as a Member of the Alumni Committee, Board of Governors, and Chair of the Board of Trustees. He has also remained an active member of the Rotary Club of Hamilton for over 30 years including serving as its president. 

David is married to Gwynneth and they have a son, Ben, who lives in Whitehorse, Yukon with his wife, Andrea, and their son, Rowan.

Senior Wealth Advisor

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Gerald has been working in the investment industry for over 25 years and brings a professional client focused approach to his wealth management process.    He specializes in building comprehensive portfolios for both individuals and corporations using disciplined risk management, tax minimization and goal-oriented solutions.  Gerald has a BA in Economics from the University of Western Ontario and holds the Certified Investment Manager and Chartered Financial Analyst Designations.  As a CFA Charter holder, he has completed the rigorous exam process and met the requirements to hold the designation.

Gwynneth Simpson, B.A.

Wealth Associate

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Gwynneth is a graduate of Western University and has been in the investment industry for over 17 years. She began her career in the telecommunications industry where she held various management positions. During these years, she developed strong client relationship skills and a dedication to excellent customer service.

Gwynneth holds the position of Wealth Associate and her duties include most of our client's day-to-day needs such as sending money to your bank account, RIF payments, tax slip inquiries, and RESP questions.

Gwynneth is an elder with her church and volunteers weekly during the winter months with the Hamilton Out of the Cold program. She is married to David and they have one son, Ben, wholives in Whitehorse, Yukon with his wife, Andrea, and their son, Rowan.

Our Partners

Our financial advisors | The Simpson Investment Management Group | National Bank Financial - Wealth Management
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Sara Philipose

Mortgage Development Manager⁴

National Bank of Canada

Sara specializes in helping clients meet their lending goals including mortgages, secured home equity lines of credit, and rental property financing in addition to various National Bank of Canada banking plan options. She has expertise in planning lending strategies for high net worth clients, professionals and self-employed individuals.

Contact us

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