Simonson Team Wealth Management

At Simonson Team Wealth Management our mission is to make the world a better place through values-based financial planning, sustainable investing, and philanthropic planning. We work from the Edmonton area and serve clients in Alberta, British Columbia, and Ontario. We are proud that our client base includes people of all shapes and sizes, gender identities, sexual orientations, and races. We’re also comfortable dealing with unconventional relationship structures.

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Who we help

We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes, and ensure our clients are able to take care of the things that matter most to them.

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What we do

Our team has four decades of combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage, and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.

multigenerational family at orchard

Estate and legacy planning

We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.


What our clients say