What does the future look like?

Find Out

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

SPOTTED IN THE NEWS

Estate Planning

15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

estate planning Protecting Your Heirs and Beneficiaries

15 March, 2021

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend

estate planning ipc

15 March, 2021

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde

Spotlight on Personalized Advice

9 March, 2021

Spotlight on Personalized Advice

While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their fami

 

Subscribe to The Simpson Morden Financial E-Wealth Report List

 

Market Monitor

Listen to insights from our market specialists  

 

Our Team


Steve Morden, CFP®

Certified Financial Planner®

Gary Simpson, CFP®

Certified Financial Planner®

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

Don’t leave without giving us your number!
Get in Touch