Edward Simpson

Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
tel: 438-316-3424
email: esimpson@mandevillepc.com

Approach & Process
I believe that a capable financial advisor is one that is able to develop a personalized and unique strategy for your specific goals and objectives. I also believe in consulting with clients and revising this strategy accordingly. This strategy has to account for risk management, changes in life circumstances, and a long-term roadmap.

I am a co-founder of Zagari+Simpson, along with my business partner Michael Zagari.

Investment Philosophy & Strengths
My goal is to help clients develop a financial framework while considering both their cash flow and the best possible risk management strategies available. I focus on assisting a select group of families, as well as business owners and entrepreneurs that need financial planning and investment assistance.

I firmly stand by the fact that now, more than ever, is the time for personalized financial strategies. I take an educational approach with my clients, willing to guide them through the best possible options for their future. I also take pride in demonstrating that financial management can be an anxiety-free process.

Personal Touch
Most of my time is spent with my family, who keep me busy and active. When I am not working or spending time with family, I also pursue a variety of hobbies and passions in my free time. These interests include golf, travel, wine, and of course the Montreal Canadiens.

I began my career with a publicly-traded company based in Canada before co-founding Zagari + Simpson in 2012.

Contact me.

Let’s Discuss Your Goals.

Values

+ Trust

+ Dialogue

+ Commitment

These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.

As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.

All our advisors have but one mission:
to empower their clients and guide them towards meeting their life goals with confidence and clarity.

Services


Personalized Financial Plan

Our mission — Personalizing the most engaging and comprehensive financial plan to help you reach your financial and life goals.

Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.
Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.

 


Investment Advice

Our Mission — Aligning your investment decisions with your financial plan.

We are your advisory team.

We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.

Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.

 


Wealth Protection

Our Mission — Ensuring you have the right coverage for the future that you are building.​
Personalized needs analysis

Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.

 


Income Protection

Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.


Life Insurance for Business Owners and Professionals

You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.

Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.