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Meghan Simpson
CFP

Address

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

Languages

    English

My Background

We are Dionne & Associates; a professional financial advisory group committed to providing you with unbiased comprehensive financial and wealth management advice. Our professional background and experience combined with the BMO Nesbitt Burns tax and estate specialists allow us to properly integrate all aspects of our clients’ financial affairs. Our portfolios are managed on a discretionary basis with a focus on total return and an emphasis on income generating investments.

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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.