Welcome to Dynamic Planning Partners
Simon began his career more than 20 years ago with Sun Life Financial. In 2007, with a desire to bring boutique financial advice to his clients, he founded Dynamic Planning Partners Inc.
By focusing on the client, their financial goals and values, Simon and his team aim to position themselves as their clients’ most trusted advisor. This client-focused approach, along with a process-driven planning model has created long-term client partnerships and relationships that extend beyond business.
Simon is passionate about his field and educating clients to be partners in the planning process. He is a regular presenter and speaker for private companies and industry associations on various financial topics, along with his regular appearances in publications such as The Globe and Mail and Globe Advisor.
Away from the office, you can find Simon in a local hockey rink watching one of his 3 children, on the golf course or exploring the backcountry with his backpack and tent!
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
Insurance products are provided through multiple insurance carriers.