Director or Private Debt and Equity
Bob Simpson is the Director of Private Debt and Equity and registered as a Dealing Representative with Portfolio Stewards, a subsidiary of Wealth Stewards. Prior to joining Wealth Stewards, he was President of Synchronicity Business Coaching Inc., a boutique consulting and coaching firm focusing on relationship management and business development for some of North America’s most successful wealth management firms and advisors. His direct experience in the wealth management industry was with Nesbitt Thomson, where he was one of the firm’s most successful advisors.
Seeking greater challenges, he took a position as portfolio manager for a publicly traded insurance company and then moved to Midland Walwyn Capital Inc., where he fulfilled a number of positions ranging from Manager of Fixed Income Strategies, Branch Manager, and Senior Vice President of National Sales.