Dean Simpson, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Business owner considerations
  • Intergenerational planning
  • Wealth strategies
  • Sustainable Investing

About Dean

I'm competitive by nature; I like to win. So, when I work with clients, I'm driven to do everything in my power to help protect their money and reach every single one of their goals.

Here's what that means for my clients – I'm here for you. First of all, I'm literally here. I have my personal cell number on my business card and I have no problem working evenings or weekends. I'm here working with your portfolio, recommending the best high-quality investments for your situation (using the research from our team of dedicated analysts in the home office) and monitoring...

Work History

  • Edward JonesDecember 2021 to Current
  • MD Management LtdSeptember 2014 to December 2021

Personal Interests

  • Fishing
  • Hiking
  • ATVs
  • Pickleball
  • Camping

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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