Scott Simpson is an experienced financial advisor currently serving as the Manager of the Advisor Team at Wealthsimple since November 2018, where previous roles included Wealth Advisor - Associate Portfolio Manager and Senior Investment & Retirement Specialist. Prior experience includes positions at National Bank Financial as a Senior Investment Associate and at CIBC Wood Gundy as an Associate Investment Advisor. Scott specializes in managing personal and small business investment portfolios with expertise in investment advice, portfolio structure, financial and retirement planning, as well as tax and estate planning. Educational credentials include a Bachelor's Degree in Management and Organizational Studies with a specialization in Finance from Western University and a Post Graduate Certificate in Financial Planning and Investment Services from George Brown College.
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