Simonson Team Private Wealth Management
Simonson Team Private Wealth Management is a Sherwood Park-based financial advisory firm specializing in tax-optimized wealth planning, estate and legacy planning, and philanthropic giving for affluent Canadians. They focus on lifetime tax outcomes, charitable planning through do
- Emphasis on tax & financial planning
- Trust & estate focus
- 23 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Simonson Team Private Wealth Management is a Sherwood Park-based financial advisory firm specializing in tax-optimized wealth planning, estate and legacy planning, and philanthropic giving for affluent Canadians. They focus on lifetime tax outcomes, charitable planning through donor-advised funds, and coordinated estate and business succession strategies.
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What they're known for.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Sherwood Park families.
Sherwood Park, AB
Compare with similar Sherwood Park providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Simonson Team Private Wealth Management · this provider | 23 | 5.0 | Tax & Financial Planning |
| Peter B Mason Real Estate Lawyer | 773 | 4.8 | Wills & Estates |
| Israel & Gerity, PLLC | 175 | 4.2 | — |
| Sam Yau, CFP, CIM, FCSI - Raymond James Ltd. | 36 | 5.0 | — |
| Raymond James Ltd. - Taylor Cooper, CIM®, TEP | 34 | 5.0 | Tax & Financial Planning |
| JacksonWhite Law | 34 | 4.8 | — |
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