Independent Financial Advice
For Individuals and Families
A comprehensive financial plan that provides the desired cashflow for all stages of life while growing wealth and minimizing taxes during your lifetime and at estate transfer.
For Business Owners and Professionals
A comprehensive tax and estate plan that works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes, both now and in the future.
For the next Generation
We are champions of education and financial literacy. Creating and delivering resources to help in the early adaptation of mindful financial practices.
Our Services
Investment Strategies
Your plan will be designed based on your goals and needs, built with best-in-class products and carefully implemented, monitored, adjusted and tailored to your unique needs and circumstances.
Risk Management and Insurance
We work with Canada's leading insurance providers to manage risks and maximize opportunities at every stage of your personal and professional life, so you can be prepared for whatever life may bring.
Tax Planning
There are tax implications to each and every element of your plan. We identify and incorporate strategies and solutions for optimal tax-efficiency during your lifetime and for future generational wealth transfer.
Retirement Planning
We will help you achieve a good balance between preserving your hard-earned wealth and growing it enough to sustain your desired lifestyle through retirement.
Estate Planning
Protect what matters most, retain more of your assets and efficiently transfer your wealth. A well thought out and implemented plan is a gift of your legacy.
Charitable Giving
By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
Eric Simpson
CFP®, CLU®, CHS®
Senior Financial Planner
Your financial goals are unique. Your financial advisor should be too. I provide personalized wealth planning advice and innovative solutions to high net worth individuals, business owners and professionals.
My Story
I was introduced to financial planning early in life as both of my parents worked in this sector. I started in financial services in 2008 and gained experience in a variety of positions with both large financial corporations and independent financial advisors, while pursuing my education. My goal to go into independent practice aligned with the succession planning needs of a family business, Money Moods Incorporated, founded in 1995 by my mother, Carolyn Simpson. I took on responsibility for leading the firm and became a majority shareholder in 2020. We have since added the Simpson Financial Group to our brand where I provide financial planning services for our high net worth clients, business owners and professionals.
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I completed my 3 year advanced diploma in Banking and Wealth Management for which I received the Academic Award for highest GPA. I then obtained my Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Certified Health Insurance Specialist (CHS®) designations.
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I'm proud to hold these credentials as they are widely recognized as a superior mark of excellence in the financial services industry. Designation holders are regarded as Financial Advisors who raise the bar, developing effective solutions for individuals, business owners and professionals in the areas of risk management, wealth creation and preservation, estate planning and wealth transfer. I will continue my education to stay relevant and on top of this ever-changing and complex business.
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I'm grateful for a career that I am passionate about and for the relationships that it develops. We live, work and play in our community, supporting local businesses and charities. I am a member of the Burlington Golf and Country Club and a committee member on the Oakville Hospital Foundation Golf Tournament board.
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Outside of work I enjoy time with my wife and three kids, playing golf and hockey, and grilling in the backyard with family and friends.
Our Team
Dedication. Expertise. Passion.
Couldn't do this without the support and contributions of our partners and associates. Our combined years of experience and education provide a wealth of resources from which we draw on every day. Our eclectic personalities and mutual respect for one another keep it fun and interesting.
