Wealth advisor
Simpson Morden Financial Solutions/IPC Securities
Age: 33
Years in the industry: 13
A second-generation advisor, Jason Simpson was indoctrinated into the world of financial planning from an early age. “One of my first jobs as a teenager was delivering pizzas,” he says. “My dad would sit me down on a Monday and ask, ‘What are you going to do with the $180 you made this weekend?’ We would make a plan together. I started at age 20 doing administrative work and preparing income tax returns for my dad’s clients. I also sat in on hundreds of client meetings, investment and insurance conferences, and other industry events, just taking in whatever I could.”
After more than a decade in the industry, Simpson attributes his success to his commitment to professionalism, education and interacting with clients. It’s helped him build a career full of highlights, including “when I brought the IIROC platform to our branch six years ago – previously, all of our advisors were MFDA-only,” he says. “Completing my CFP was another. On a more personal level, after a client meeting just two weeks ago, this client told me that she appreciates us looking after her more than we could possibly know. That was the only time I can remember almost choking up as an advisor.”
Given that he’s only 33, Simpson has many years ahead to expand his presence in the industry. “My goal is continuing my own learning and education, continuing to find my voice in this industry, and hopefully bringing some new and exciting ideas to the table,” he says.
