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Van Simpson CA, CFA,CFP
Associate Portfolio Manager |
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Phone
Fax
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(519) 438-1865
(519) 438-1981 |
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Toll Free
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1-888-332-3357 |
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Email
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van_simpson@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Van is a ScotiaMcLeod advisor within the Scotia Private Client Group Centre in London. Scotia Private Client Group provides customized financial solutions for clients whose situation has become more complex, requiring specialized services including investments, private banking and estate and trust services.
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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused
on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate
financial strategy to reach my clients' personal goals. This plan is an ongoing guide for my monitoring of their investment
portfolio and my advice on achieving their overall financial strategy.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective
analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing
trusted advice and personalized solutions.
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Mailing Address
One London Place
255 Queens Ave.
Suite 2370
London, ON
N6A 5R8
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Additional Team Members:
Jennifer Moore
Investment Associate
(519) 438-1278
jennifer_moore@scotiamcleod.com
Susan Kovacs
Administrative Associate
(519) 438-5201
susan_kovac@scotiamcleod.com
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