Dynamic Planning Partners Team
Simon is an expert in his field who genuinely cares about your personal and financial goals. He delivers the best possible results at a resonable cost. My wife and I have been very impressed with the service provided by Simon and would recommend him to others. We look forward to many years of working with Simon!
Simon provides superlative financial product knowledge and services, allows us to run our company and provide superb staff retention products and mechanisms with a minimum of fuss or internal expertise required.
We are 5 years into our professional relationship with Simon and incredibly happy with the services and products provided and the care and attention to detail that Simon takes managing our small account.
For any business out there looking for partners in the space I can highly recommend.
Simon is an excellent Financial Advisor that can be trusted to provide clear, knowledgeable packages and products that fit your needs. I have found him to be timely, focussed, creative and he delivers with a high degree of values. I would not hesitate to recommend him. Simon handles virtually all of my financial products.
Simon is great to work with. He patiently answers all our questions, guides us to ensure we have a well thought out and well rounded plan, and really works with us to set our financial goals. Since working with Simon, we have achieved every single professional and personal financial goal that was established.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
Insurance products are provided through multiple insurance carriers.