Meet Our Team
Certified Financial Planner
David Simmons has been assisting seniors for twenty years to retire in comfort by making better, more informed decisions with their money to protect their assets, reduce their risk, tailor their investments, increase their income and to reduce the tax that they pay.
David, a well known financial educator in the Brantford and Paris area, regularly holds presentations on various topics which are widely attended by people fifty plus. He has developed a specialty in working with retirees, and those about to retire, who want to protect their principal and ensure that their money lasts.
David has earned the highest professional accreditation of Certified Financial Planner (CFP), from the Financial Planners Standards Council and the advanced financial planning designation of Financial Management Advisor (FMA), from the Canadian Securities Institute. David has also earned the accreditation of Certified Senior Advisor (CSA), from the Canadian Academy of Senior Advisors.
David is a Retirement Specialist with the IPC Investment Corporation, (IPC). CARP, The Canadian Association for the 50-Plus has selected IPC, over 25 other financial institutions across Canada, as its wealth management company. IPC has hand selected a group of advisors who meet the high standards required to serve the specific needs of the CARP membership. Each CARP Certified advisor is chosen based on their experience, training and areas of expertise. They have undergone a rigorous training program and are required to maintain these standards. These advisors are specialists in creating effective strategies for retirement. David is one of these CARP Certified advisors (one of only two in Brant County).
He loves to work with people and really enjoys helping them. His goal is to deliver the very best advice, service and products to each of his clients. Customer Service is paramount to his business, so he has a staff of three to ensure that nothing gets overlooked. Everybody is important to him, from renewing a GIC at higher than the posted bank rate, from returning telephone calls within 24 hours, from visiting a senior who can’t make it into the office, to adjusting a portfolio, to calculating and projecting complex retirement and estate planning issues.
David offers a no cost, no obligation review of your investments, your situation, your goals and a professional second opinion to all those who seek out his advice. David delivers good, honest, professional, unbiased advice in easy to understand language. David says “give me 10% of your trust and confidence and I’ll earn the other 90%. You’re not my only client, but you should feel like you are”.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.