Brett Simpson
BComm CLU ChFC CFP
Chairman
Brett Simpson
Phone: 604.732.6551 x 733
Brett is the Chairman of Rogers Group Financial.
Brett's primary focus is centered on the needs and objectives of his financial planning clients. In addition, Brett leads the firm in the development and implementation of strategic initiatives, drawing relevancy from ongoing advisory experience. Brett also oversees both our corporate management team and our associated financial advisors in daily operational and governance requirements.
Brett has been active in financial services industry professional development as a featured speaker, course moderator and volunteer at continuing educational forums, designation programs and association meetings on the topics of taxation, wealth accumulation and estate planning for businesses and individuals. Brett is a trustee for the Canadian Insitutite of Chartered Life Underwriters, supervising and administering standards of practice and the code of conduct for CLU professionals. Brett has also served on boards and development committees of various charitable and community organizations in the areas of "planned giving" and West Vancouver youth sports.
Brett Simpson
BComm CLU ChFC CFP
Chairman
Brett Simpson
Phone: 604.732.6551 x 733
Brett is the Chairman of Rogers Group Financial.
Brett's primary focus is centered on the needs and objectives of his financial planning clients. In addition, Brett leads the firm in the development and implementation of strategic initiatives, drawing relevancy from ongoing advisory experience. Brett also oversees both our corporate management team and our associated financial advisors in daily operational and governance requirements.
Brett has been active in financial services industry professional development as a featured speaker, course moderator and volunteer at continuing educational forums, designation programs and association meetings on the topics of taxation, wealth accumulation and estate planning for businesses and individuals. Brett is a trustee for the Canadian Insitutite of Chartered Life Underwriters, supervising and administering standards of practice and the code of conduct for CLU professionals. Brett has also served on boards and development committees of various charitable and community organizations in the areas of "planned giving" and West Vancouver youth sports.