Craig Simpson, CFP, CLU

Director, Risk Management & Insurance Strategies

Craig Simpson is the Director of Risk Management & Insurance Strategies of Wealth Stewards Inc.

Craig is registered with The Financial Planning Standards Counsel as a Certified Financial Planner, with Advocis – The Financial Advisors Association of Canada as a Chartered Life Underwriter and with the Financial Services Commission of Ontario as an Insurance Advisor.

Craig earned an Honours Bachelor of Business Administration from Wilfrid Laurier University followed by completing his professional designations and numerous industry courses.

Craig has over twenty-five years of experience in the wealth management, insurance and group benefits sectors.  While he is responsible for the risk management and insurance strategies area of Wealth Stewards, his primary passion is working directly with successful private clients.

Craig has also been a pioneer in the integration of wealth management services with accounting firms in Canada.  This has led him to working with several progressive accounting firms - dedicated to the holistic wellbeing of their clients.

Craig is married to Yvonne and they have 4 children.  In his spare time he is an active participant in sports including Canadian and international Ironman competitions.

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