Gary Simpson

CFP®

Born in Ottawa, Gary Simpson has lived in the nation’s capital for almost all of his life. After graduating from Nepean High School, he attended Concordia University in Montreal where he played football for the school and completed his Bachelor of Commerce degree.

After graduating from Concordia, Gary moved back to Ottawa and was recruited by a large financial services company. Here he completed his Certified Financial Planner designation. After four years he decided to start his own practice that he still operates to this day.

Gary specializes in investing, retirement, estate and tax planning. When asked what his favourite part of the job is, Gary replies that he genuinely likes helping people and enjoys the long-term relationships that he forms with clients. In his free time, you may find Gary enjoying a book, a round of golf, or spending time with his family and friends.

After decades in the industry, Gary and his team have the advantage of experience combined with the most up to date resources to provide clients with intelligent and accurate advice.