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Meet the Advisory Team
Meet the Advisory Team
Brett Simpson
BComm CLU ChFC CFP
Financial Advisor, Portfolio Manager and Chairman
Brett Simpson

Brett Simpson

Phone: 604.732.6551 ext. 733

Degrees and Designations

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

Other Education

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

Industry Associations

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

  • Financial Planners Standards Council (FPSC)
  • Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants
  • Advocis – The Financial Advisors Association of Canada
  • RDBA – Registered Deposit Brokers Association
  • IFB – Independent Financial Brokers of Canada
Brett Simpson
BComm CLU ChFC CFP
Financial Advisor, Portfolio Manager and Chairman
Brett Simpson

Brett Simpson

Phone: 604.732.6551 ext. 733

Degrees and Designations

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

Other Education

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

Industry Associations

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

  • Financial Planners Standards Council (FPSC)
  • Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants
  • Advocis – The Financial Advisors Association of Canada
  • RDBA – Registered Deposit Brokers Association
  • IFB – Independent Financial Brokers of Canada

“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.

“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.