Category: | Point of interest, Establishment, Finance, |
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Address: | 66 Baldwin St Suite 204, Whitby, ON L1M 0L6, Canada |
Postal code: | L1M 0L6 |
Phone: | (905) 666-5738 |
Website: | http://christophersimpson.ca/ |
Monday: | 9:00 AM – 5:00 PM |
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Tuesday: | 9:00 AM – 5:00 PM |
Wednesday: | 9:00 AM – 5:00 PM |
Thursday: | 9:00 AM – 5:00 PM |
Friday: | 9:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
I have been with Chris for several years. He is professional and responsive. He helps educate me on things that are beyond my expertise. The money he's made me on my investments has been incredible. I am very happy with his services and him as a person. I recommend whole heartedly. You will see from the first conversation!
Looking for an advisor? I would highly recommend Chris. Been with him for a few years and have seen the value of my portfolio steadily increase in spite of all that has been happening in the world. His approach really works.
In addition his professionalism and overall level of responsiveness and customer service has been great. Very easy to speak to and in a language that is easy to understand. Again, highly recommended.
Erwin
I met Christopher when he was a customer of mine. I enjoyed our conversations about finances and soon realized that I wanted him to take on our financial planning. My husband and I were very disappointed with the previous three investment groups we had been chosen. We found they were universally uninterested in our investment performance and more interested in maximizing their returns.
We moved our RRSP portfolio to Christopher and under his management we began to see returns previously unattained. With these results we consolidated our entire portfolio under Christopher. We are seeing great returns and significantly reduced management fees.
Christopher is a genuine, caring person. He is trustworthy and we feel he has our best interests at heart. This is exemplified by his outreach to us in turbulent times to solicit our feelings and suggest changes, if required, aligned with our retirement planning.
We would not hesitate in recommending Christopher and his team, as long as it does impact his time working on our file.
Julie & Tom Odell
It has been 6 years since Chris was introduced to us as our new financial planner. From that moment on it was very evident that Chris possessed passion, knowledge and was genuinely interested in achieving the best for us.
His calm demeanour has been very reassuring over the years and he always takes the time to make the complicated world of investing clear and understandable.
His professionalism and integrity has been particularly reassuring to us as we always feel confident in what Chris recommends.
Not only are we fortunate to have Chris look after our portfolio but Chris has also been nominated for the Investment Industry Association of Canada's top 40 under 40 award.
"This award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial industry".
--a well deserved accomplishment!
We are so blessed to have Chris and his team working for us and I happily recommend his services whenever possible.
John and Emilia
I'd like our advisor to remain a best-kept secret, but it's only fair to confess that, in seven years, Christopher Simpson's services have changed our lives:
Despite our modest portfolio, Simpson took time to educate us further. About three years ago, when we decided to be a little more aggressive than just the mutual funds and GIF we’d established prior, he was pro-active -- but stayed within our enlarged comfort zones.
Then in 2020, he used the pandemic economy to advantage, being clear about balancing risks and rewards. The overall excellent results in just 7 years have not only dwarfed the service fees, they created bigger options in our future retirement.
In a nutshell, Simpson & Team are consistently giving us Wisdom in Action.