Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

David Simmons

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

David successfully completed his CIM®

The Chartered Investment Manager (CIM®) Designation is a leading industry standard that is recognized by the Canadian securities regulators.

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