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Meghan Simpson
CFP

Address

90 Collier Street
Suite 104A
Barrie, ON L4M 0J3

Languages

    English

My Background

As an investment advisor with Dionne & Associates, we take a team approach to your wealth management. Rather than one individual coordinating the management of your wealth, our team of specialized advisors work together to ensure you receive personalized service based on your unique needs.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.