Retirement brings freedom, but also new questions: 

  • How much can I safely spend?
  • Which accounts should I draw from first?
  • How do I avoid unnecessary tax?
  • What happens if I live longer than expected?

At Simonson Team Private Wealth Management, we help answer those questions calmly, clearly, and with real math behind every decision.

Based in Sherwood Park and working with families across Alberta, British Columbia, and Ontario, we specialize in retirement planning that’s designed to last.