Biography

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Alicia Simpson

Associate Investment Advisor

I joined the iA Wealth Advice Centre in 2019 as an assistant and have since moved into the role of Associate Investment Advisor. I take pride in my thorough understanding of the wealth industry and my ability to exceed expectations when it comes to delivering impeccable client service and support.

I hold a BBA in accounting, banking and finance, and a post–graduate diploma in financial planning and wealth management. I have international work experience, having worked in Financial Planning and Wealth Management in the Caribbean as well as in Canada. My 10+ years of client experience includes leading a service and advice–focused team, while supporting clients in achieving their financial and business goals.

In my spare time, I love helping others and have volunteered my time with both LinkedIn and the YMCA.