Van Simpson - Van Simpson Portfolio Management - ScotiaMcLeod

About Van Simpson

Van Simpson Portfolio Management is an investment services firm located in the Downtown area of London on Queens Avenue. Serving families and businesses, the firm provides a team-based approach to wealth management by combining the resources of Canada’s largest international bank with a team of highly accredited professionals. The practice emphasizes building long-term relationships through a philosophy of consistency, transparency, and accountability. The firm offers a comprehensive suite of wealth management solutions. These include Total Wealth Planning, which involves identifying life priorities and designing integrated roadmaps to structure, protect, and enhance wealth. Specific services include investment management featuring diversification, risk analysis, and market research; insurance solutions for risk management and tax-efficient strategies; and estate and trust services such as will planning and philanthropic advisory. Additionally, the business provides private banking options, including strategic borrowing and concierge services, as well as business and family advisory services like transition planning and inter-generational wealth planning. The team is led by Senior Wealth Advisor and Portfolio Manager Van Simpson, a "lifer" in the investment industry who began his career in 1993. He is joined by Senior Wealth Advisor and Portfolio Manager Janice Evans, a CFA charter holder with over 25 years of experience, and Investment Associate Paul H. Miller, who serves as the research lead for equity and fixed income. The team also includes Associate Portfolio Manager Carmen Cai, who is trilingual in English, Mandarin, and Cantonese, and Administrative Support Assistant Richard Fraser. Clients can connect with the team via phone or email.