Hal Simonson

Hal Simonson, CFP, RIAC, CFDS, MFA-P

Executive Financial Consultant, IG Wealth Management

About Hal Simonson

At Simonson Team Wealth Management our mission is to make the world a better place through values-based financial planning, responsible investing, and charitable giving.

  • We help our clients optimize their finances to serve their life goals; money is not its own goal, rather money is a tool to support your life goals.

  • We promote Responsible Investing so that our portfolios match our personal values.

  • We help clients create lasting legacies through the creation of private charitable foundation accounts.

 

Hal grew up in small towns across BC and Alberta. Less than three days after high school graduation he arrived at Basic Officer Training. This started a military career that led to a Science Degree from Royal Roads Military College and a stint as the platoon commander in charge of Nuclear, Chemical, and Biological Defense for Western Canada. He left the army at the rank of Captain and joined IG Wealth Management in 1996.

Hal and his wife Sarah have raised three fine young men together. His personal life revolves around the boys’ volleyball teams, cooking, hot yoga, CrossFit, and finding time to play cards.

Typical Clients

  • We work with individuals and families of significant financial means who appreciate the value of expert advice. Our multi-generational team allows us to serve clients of all ages.

  • We are proud that our client base includes people of all shapes and sizes, gender identities, sexual orientations, and races, along with a few unconventional relationship structures

Contact Hal Simonson about adding a charitable gift to your Will

[email protected] 780-449-1487 Hal's website