John Simpson is a Certified Financial Planner with over 32 years experience in the financial services industry. John provides a broad range of financial services to individuals and business owners seeking to maximize their investment opportunities while controlling their risks and minimizing their taxes. His primary focus is helping people with their financial planning, which include Investments, Insurance and creating a game plan for your financial goals. He evaluates your current circumstances and identifies your goals and objectives then creates a bulletproof plan that acts as a road map to help you achieve your financial goals.

Achievements:

  • Married with 2 children
  • Bachelor of Arts Degree - University of Western Ontario
  • Business Administration - Wilfrid Laurier University
  • Attained Certified Financial Planner designation
  • Over 32 Years of experience in Financial Services Industry
  • Licensed as Level 2 Life Insurance agent
  • Past member of Durham's Big Brother Organization
  • Minor Hockey Coach in Oshawa/Whitby since 1997
  • Member of Oshawa Golf & Country Club since 1980
  • Member of the Million Dollar Round Table

 


71 Albert Street | Oshawa, Ontario | L1H 4R1 | Phone: 905.436.5078 | Toll Free: 1.800.879.3511

Mutual funds provided through Investia Financial Services Inc.

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