About Simon Wealth Management

Simon Wealth Management based out of Saint John NB, is a family run business and we are dedicated to providing high quality customer service while helping individuals and families build secure financial futures. With expertise in insurance, investment planning and retirement strategies, we offer comprehensive personal wealth management and financial planning services tailored to meet your unique goals. Our mission is to work with you to provide clear, personalized guidance that helps you make informed financial decisions, ensuring that you are on track to meet your life goals.

In addition to helping you grow and protect your wealth, we can also assist with a wide range of other financial matters. Whether you're seeking advice on managing wealth, navigating pension plans, or understanding the benefits available to you and your family, our team is here to provide expert insight and solutions.

We understand that navigating the complexities of financial planning can be overwhelming. That's why we take the time to understand your goals, concerns and deliver solutions that are not only effective and attainable, but also aligned with your values. Whether you are planning for retirement, protecting your family with insurance, or investing for the future, Simon Wealth Management is here to support you every step of the way.

Why work with an Advisor?

Trevor Simon

Senior Financial Security Advisor

Investment Representative

Since becoming a Financial Advisor in 2014, I have dedicated my career to providing exceptional customer service. I am registered to offer investments in mutual funds and life insurance. Specializing in financial planning, I focus on helping clients navigate retirement, pensions, and savings strategies, ensuring they have the support they need at every stage of their financial journey. I take pride in being accessible and responsive, always available to take your call and answer any questions you may have—without the worry of being a bother or incurring additional fees. Open dialogue is key to building trust, and I strive to keep my clients informed and engaged throughout the planning process.

When I’m not assisting clients, I enjoy spending time with my family, playing hockey, and exploring the great outdoors. I am passionate about helping people achieve their financial goals while fostering lasting relationships based on transparency and support. Let’s work together to create a financial plan that meets your needs and secures your future.

email trevor

Angie Simon

Executive Assistant / Operations Team Member

at Simon Wealth Management

With many years of executive assistant experience, I bring extensive professional expertise to my supporting role at Simon Wealth Management. I excel in managing clients and accounts with a highly organized approach, ensuring that client needs are met effectively through a strong customer service focus. My commitment to compliance safeguards our clients' information, providing peace of mind in every interaction. Additionally, I stay up-to-date with the latest information and best practices, helping to ensure that office operations run smoothly and efficiently.

email angie

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Quadrus provides more than 3,770 investment representatives and their clients with access to a range of mutual funds and related services.

Quadrus Investment Services Ltd. and its affiliates IPC Investment Corporation and IPC Securities Corporation are the exclusive dealers for Canada Life Mutual Funds.

Their mutual fund options, along with the advice and guidance of Simon Wealth Management, can offer you powerful investment choices based on your needs, lifestyle and goals.

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

iA Financial Group is a Canadian insurance and wealth management group that operates in Canada and the United States. It is one of the largest public companies in Canada.

About Simon Wealth Management

Trevor Simon

Angie Simon

Our Partners