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Meet the Advisory Team

Brett Simpson
BComm CLU ChFC CFP RHU
Financial Advisor
Chairman
Brett Simpson

Brett Simpson

Phone: 604.732.6551 ext. 733
Email Brett

Degrees and Designations

  • BComm (Real Estate/Finance) – University of British Columbia
  • CFP (Certified Financial Planner)
  • CLU (Chartered Life Underwriter)
  • ChFC (Chartered Financial Consultant)
  • RHU (Registered Health Underwriter) 

Other Education

  • CSC (Canadian Securities Course)
  • PDO (Partners, Directors and Senior Officers Course)  

Industry Associations

Brett is a member/designatee in good standing of the following professional organizations, and subscribes to their respective codes of ethics and standards of conduct:

  • Advocis – The Financial Advisors Association of Canada
  • Financial Planning Standards Council (FPSC)
  • Institute of Advanced Financial Education
  • IFB – Independent Financial Brokers of Canada
  • Financial Planning Association (FPA)
  • Million Dollar Round Table (MDRT)

 

“Brett and his team have worked with us for about 15 years. They have had our best financial interests at heart and provided us with knowledge, skills, advice, care and confidence for our financial decisions in retirement. We are most grateful for this."

James & Anne M.

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