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Contact information

Our dedicated advisory team is happy to answer any questions that you may have.  Please contact us to share any comments or to arrange a meeting.


Brett Simpson
BComm CLU ChFC CFP RHU
Financial Advisor & Portfolio Manager
Chairman
Phone: 604.737.6733
Email: 
 

Jon Knutson
BA DipT (Fin Mgt) CFP
Articling Financial Advisor
Phone: 604.737.6734
Email:
 

Shaun Sun, BComm
Marketing Assistant
Phone: 604.737.6732
Email: 
 

 

 

“Brett and his team have worked with us for about 15 years. They have had our best financial interests at heart and provided us with knowledge, skills, advice, care and confidence for our financial decisions in retirement. We are most grateful for this."

James & Anne M.