The Simpson Wealth Management Group of RBC Dominion Securities
Security, confidence, and trust are the cornerstones of our relationship with you.
“Security, confidence, and trust are the cornerstones of our relationship with you. Our approach to wealth management is to not only manage your hard-earned wealth to the highest standard, but to provide peace of mind at each stage of your life’s journey.”
–David Simpson, Senior Portfolio Manager at RBC Dominion Securities
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Approach
Our philosophy
We are committed to providing you with the sincerity and integrity that you deserve. Our goal is to bring both the financial and family aspects of your life together to ensure your ultimate success.
Clients always come first
In addition to the regular and continuous portfolio monitoring and advice provided by out team, the Simpson Wealth Management Group will also work directly with RBC's Wealth Planning experts as well as your individual advisors including: bankers, family accountants and lawyers to ensure your financial strategy is all encompassing to ensure your ultimate success.
As part of our advisory process, our team monitors your portfolio to ensure that you are on target. Ongoing investment decisions are guided by your designed investment strategy, which ultimately assists with the impact of day to day market volatility.
Our Story
“Coming together is a beginning. Keeping together is progress. Working together is success.” – Henry Ford
From small roots; a story of commitment, diligence, and character.
Growing up in rural Alberta, delivering the Calgary Herald as well as working in the family’s local Hardware and Drygoods store from a very young age was Dave’s first real introduction to money and commerce. It was from these early experiences that he learned the valuable lessons of “hard work”, the importance of honesty in everything you do, and to always treat others fairly.
Having entered and won numerous stock competitions in both junior high and senior high school, as well as in university and nationally in the Globe and Mail’s Canadian stock challenge, it was then that Dave realized his interest in markets, global politics and current events. Continuing to hone his business acumen and skills, he obtained a degree in Finance and Accounting from the University of Calgary and then carried on to article at the global accounting firm of KPMG. This experience provided Dave with an intricate look into the financial workings of a broad array of businesses.
With a love and unmatched work ethic for the markets, in 1998, Dave made the transition into the investment world. Having received offers from all of the major investment firms, Dave elected to join the largest and arguably the best firm in Canada, RBC Dominion Securities. Over twenty-one years later, many families now trust and rely on Dave and his unique skills, honed over his lifetime, for their own financial success.
What our clients are saying
"We were exceptionally fortunate to find Dave and is wonderful team as we planned our retirement. They consistently go above and beyond in providing top notch service, with a personal touch, including phone calls, birthday recognition with a card in the mail and starting each day with the morning global update. His team is client focused and keen to exceed your expectations. You won't be disappointed with the exceptional service of Dave and his team."
- A & A. Hume
"We have known and had the pleasure of working with Dave for over 20 years. During this time we have developed a strong, trusted relationship with Dave and his team. Together they are very knowledgeable, always responsive, and advise us with our family’s priorities in mind.”
- F & A. Angelini
“I have worked directly with Dave for over 13 years now. He and his team have consistently worked in our best interest to mitigate risk and maximize our portfolio returns, through good and bad times. In our relationship with Dave we know that our money is in the hands of an honest professional. I specifically value his team's availability and ability to answer the phone; they are very reachable.”
- R. Maguire
At RBC Dominion Securities, we pride ourselves on providing the highest quality advice, service and investment solutions to our clients. The Simpson Wealth Management Group of Dominion Securities embodies these principles and values, and will work with you to create truly personalized wealth management strategies and do so with the utmost professionalism and care.
With over 21 years of experience in the industry, Dave is one of the top performers at our firm, holding a membership on our prestigious Chairman’s Council – one of the highest achievements at RBC Dominion Securities. Dave is dedicated to his loyal clientele and will go above and beyond to provide a superior client experience.
Planning your financial future has become more challenging in recent years, and this team understands these challenges. They have established an investment style and disciplined process that caters to the most sophisticated individuals and businesses.
The Simpson Wealth Management Group’s ability to provide exceptional wealth management advice and services has earned the trust and respect of clients and their families. By choosing Dave and his team, you will benefit from the expertise and professionalism of one of the leading advisory teams at RBC Dominion Securities, and the full resources of the leading wealth management firm in Canada.
David Agnew, CEO, RBC Wealth Management Canada
I have known and had the pleasure of working with Dave since 2007. I can attest that as one of our top advisors in the country, he works very hard each and every day to look after his valued clients. His finance and accounting background gives him the ability to provide sound investment advice as well as have a great understanding of more complex wealth management and tax issues.
Dave has built and is supported by a very strong team who possess years of combined experience to help him service his clients. He has dealt with many of his clients for a long time and he goes out his way to get to personally know all family members as he helps them with their financial needs. He is a senior and trusted advisor of our firm and someone I am proud to recommend for you and your family.
Cal Malhiot, Vice President and Regional Director, Alberta, RBC Dominion Securities
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.