William Simpson

President, Chief Investment Officer & Portfolio Manager @Aretec Wealth Inc

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2024 — Present

President, Chief Investment Officer & Portfolio Manager @Aretec Wealth Inc

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EDUCATION

N/A

University of Toronto

HBA

SKILLS

Relationship ManagementBondsStrategic Financial PlanningAsset ManagmentMortgage LendingFinancial ServicesInvestment AdvisoryFinancial PlanningMutual FundsEtfsFixed IncomeInvestment StrategiesRetirement PlanningWealthPortfolio ManagementWealth ManagementFinancial AdvisoryAlternative InvestmentsEstate PlanningEquitiesPensionsAsset AllocationSegregated FundsInvestmentsAsset ManagementRetirementFinancial PlannersHedge FundsPersonal FinanceSecurities

ABOUT WILLIAM SIMPSON

Will manages roughly $500 Million in client assets for approximately 300 families. Investment management is not just his job, it is his vocational calling. He recognized early on in life a desire to choose an occupation that allowed him to utilize his unique talents and abilities in ways that could enact a strong, positive effect on the lives of his clients and their families. He sought a career in which I could use his skill set to bring peace of mind not only to his family but also to those he served. Will\'s goal is to give meaningful financial advice that will make a real difference, both today and in the future.Will holds a Bachelor of Arts degree with honours from the University of Toronto. Prior to entering the investment industry he was a successful small business owner. Will has also participated in competitive rugby at an international level. In his spare time Will enjoys reading, sports and spending time with his family. He lives in Toronto with his wife Keeley, four kids and two King Charles Cavaliers.

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William Simpson — President, Chief Investment Officer & Portfolio Manager at Aretec Wealth Inc in Toronto, ON, CA | Unifers