Scott Simpson
About Scott Simpson
Scott Simpson is a Senior Investment & Retirement Specialist at Wealthsimple with over a decade of experience in the financial sector, holding a Chartered Investment Manager designation.
Current Role at Wealthsimple
Scott Simpson has been serving as the Senior Investment & Retirement Specialist at Wealthsimple since 2018. Based in Toronto, Ontario, Canada, his role involves providing tailored investment and retirement advice to a wide client base. Leveraging his extensive experience in the financial sector, Scott is dedicated to making sophisticated financial strategies accessible and understandable. Additionally, he advocates for low investment fees and accessible financial advice for everyone.
Previous Experience at National Bank Financial
Before joining Wealthsimple, Scott Simpson worked at National Bank Financial as a Senior Investment Associate from 2017 to 2018. During his tenure, he contributed to the development and execution of personalized investment portfolios and provided strategic financial guidance to clients. His role involved analyzing market trends and ensuring that clients' financial objectives were met efficiently.
Roles at CIBC Wood Gundy
Scott Simpson has a comprehensive background with CIBC Wood Gundy, where he held multiple positions. From 2014 to 2017, he worked as an Associate Investment Advisor, and from 2011 to 2014, he served as both an Investment Planning and Associate Investment Advisor. In these roles, Scott focused on creating and managing investment plans, giving him a strong foundation in investment advising and client relationship management.
Educational Background
Scott Simpson holds a Bachelor's Degree in Management and Organizational Studies with a specialty in Finance from Western University, which he completed in 2008. He also earned a Post Graduate Certificate in Financial Planning and Investment Services from George Brown College in 2011. His academic background provided him with the foundational knowledge and skills required in the financial planning and investment services industry.
Professional Certifications
Scott Simpson has been a Chartered Investment Manager for over a decade. This professional certification has equipped him with specialized knowledge and expertise in managing investment portfolios and providing high-level financial advice. His deep understanding of investment strategies helps him assist clients in achieving their financial goals effectively.