Charles (Chuck) Simundson, B.A, CFP®

Certified Financial Planner®

P – 204-989-7076 or 1-866-623-3343

F – 1-866-277-7176

Chuck Simundson is a Certified Financial Planner (CFP®). He entered the financial services field in 1996 and earned his certified financial planning designation in 2000 and became a Branch Manager in 2008. Prior to that, he worked for the Province of Manitoba for 13 years. He spent time as a Labour Adjustment Advisor and as Manager of Special Programs in the Apprenticeship Branch.

Chuck loves the practice of financial planning. He adheres to a disciplined approach that begins with developing a thorough understanding of each client’s priorities and concerns.

He analyzes his clients' situation and designs a comprehensive report that features a step-by-step action plan for realizing their goals. This plan includes strategies for tax reduction, investment, risk management and if requested, estate planning.

In 2007, Chuck accepted the challenge of teaching a 4th year finance course for the I.H. Asper School of Business at the University of Manitoba. Students who complete this course, Personal Financial Planning II and a program of seven other courses, are eligible to sit the CFP examination. The CFP® designation is part of an international accreditation program for the development and enforcement of competency and ethics standards. Chuck taught this course for 3 years and enjoyed every minute of it.

He is licensed to broker life, disability and group insurance in MB and ON. He has developed specific expertise in supporting:

  • Academics including those with international ties;
  • Small business owners; and
  • Same sex families.

Insurance products available through Charles Simundson.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.