Who We Are
Personal Solutions Financial is based in the beautiful hills of Caledon, Ontario. We proudly serve clients in Peel, Halton, Dufferin, York, Simcoe and Toronto.
We have over 40 years of combined experience working with families and business owners in the areas of retirement planning, risk management, financial planning, insurance, investments and overall wealth management.
Craig Simpson BA, CFP, CLU, TEP
Craig holds his Certified Financial Planner, Chartered Life Underwriter and Trust and Estate Practitioner financial designations.
Craig has been a pioneer in the integration of wealth management services which has led him to work with several progressive accounting firms and their business owner clients over the last 35 years. His areas of expertise are wealth preservation, estate planning, buy/sell agreements, share holder agreements and overall tax reduction strategies.
Yvonne Parker, CFP, CLU
Yvonne joined the financial services industry and obtained her license in 2011 after a long career as a business advisor in the manufacturing sector. She holds her Certified Financial Planner and Chartered Life Underwriter financial designations.
Financial Designations and Continuing Education are important to us. About our designations:
Chartered Life Underwriter (CLU)
Chartered Life Underwriter (CLU) is the leading wealth transfer and estate planning designation in Canada. A CLU has training and experience in several areas, including taxation, finance, retirement planning, estate planning, family law, life insurance and pensions with a focus on planning for business owners in all these categories.
Trust and Estate Practitioner (TEP)
The TEP or Trust and Estate Practitioner demonstrates an advanced understanding of the trust and estate field, in particular how it applies to family inheritance and succession planning. A strong understanding of the application of wills, powers of attorney and shareholder agreements and how they form a part of your financial lives.
Certified Financial Planner (CFP)
CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.