Edward Simpson Email & Phone Number
Senior Investment Advisor @ Richardson Wealth
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Edward Simpson Location
- Montreal, QC, CA
Edward Simpson Work
- Senior Investment Advisor @ (August 2024 - Present)
- Investment Advisor @ (June 2019 - August 2024)
- Co-Founder @ Zagari, Simpson & Associates Inc. (July 2012 - August 2024)
- Co Contributor CJAD My Planning Hour @ Bell Media (January 2014 - January 2022)
- Financial Advisor @ (June 2012 - June 2019)
- Financial Security Advisor @ (June 2007 - June 2012)
Edward Simpson Education
- Concordia University
Economics (Economics)
2001-2005 - CEGEP - John Abbott College
Bachelor of Business Administration - BBA
1998-2001 - Centennial Academy 1993-1998
Edward Simpson Skills
- Critical Illness
- Retirement Planning
- Wealth Management
- Investments
- Mutual Funds
- Retirement Savings
- Asset Allocation
- Strategic Financial Planning
- Wealth
- Portfolio Management
- Investment Strategies
- Insurance
- Financial Planners
- Retirement
- Financial Advisory
- Pensions
- Small Business
- Investment Advisory
- Risk Management
- Estate Planning
- Wealth Accumulation
- Life Insurance
- Disability Insurance
- Financial Planning
- Finance
- Wealth Management Services
- Financial Services
- Employee Benefits
- Financial Analysis
- Leadership
Edward Simpson Summary
- Edward Simpson, based in Montreal, QC, CA, is currently a Senior Investment Advisor at Richardson Wealth. Edward Simpson brings experience from previous roles at Mandeville Private Client Inc., Zagari, Simpson & Associates Inc., Bell Media and Peak Financial Services. Edward Simpson holds a 2001 - 2005 Economics in Economics @ Concordia University. With a robust skill set that includes Critical Illness, Retirement Planning, Wealth Management, Investments, Mutual Funds and more. Edward Simpson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Richardson Wealth Employees
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Toronto, ON, CA
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Vice President, IT Services, IT Global Shared Services
Mississauga, ON, CA
Susan Fry
Vice President, Marketing
Toronto, ON, CA
Talya Brown
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Toronto, ON, CA
Vivian Lee-Major
Vice President, Total Rewards, HCM and Payroll
Toronto, ON, CA
Kevin Shubley
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Whitby, ON, CA
Ryan Sumner
VP, Products and Services
Toronto, ON, CA
Robert Hancock
Vice President, Corporate Real Estate Services
Toronto, ON, CA
Romain M.
Director and Head of Alternative Investments
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Tim Hovey
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