William Simpson Email

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 @ Aretec Wealth Inc.
2024 - now President @ Aretec Wealth Inc.
2010 - 2024 Senior Investment Advisor and Portfolio Manager, CIM, - Simpson Investment Group @ BMO Nesbitt Burns

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

see less

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 on RocketReach.

William Simpson Emails

Found 1 emails

@aretecwealth.com

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