William Simpson Email & Phone Number
President, Chief Investment Officer and Portfolio Manager @ Aretec Wealth Inc.
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William Simpson Location
- Toronto, ON, CA
William Simpson Work
- 2024 - now President, Chief Investment Officer and Portfolio Manager @
- 2024 - now President @
- 2010 - 2024 Senior Investment Advisor and Portfolio Manager, CIM, - Simpson Investment Group @
William Simpson Education
- University of Toronto
HBA
- University of Victoria
William Simpson Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Bonds
- Fixed Income
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Relationship Management
- Mortgage Lending
- Investment Advisory
- Asset Allocation
- Financial Services
- Segregated Funds
- Equities
- Wealth Management
- Mutual Funds
- Asset Managment
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Wealth
- Personal Finance
- ETFs
- Retirement
- Securities
- Hedge Funds
William Simpson Summary
- William Simpson, based in Toronto, ON, CA, is currently a President, Chief Investment Officer and Portfolio Manager at Aretec Wealth Inc.. William Simpson brings experience from previous roles at Aretec Wealth Inc. and BMO Nesbitt Burns. William Simpson holds a HBA @ University of Toronto. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions and more. William Simpson has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Aretec Wealth Inc. Employees
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