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Sometimes it's hard to see the forest for the trees.

Let us create a path for your financial future.

Why work with us? 

1. The most current research and information: 

Our team puts an enormous amount of time, energy, and resources into research to build our clients strong investment portfolios and plans.

2. Review schedule:

Just as you go to the dentist regularly to maintain your dental health, we put your investment portfolios on a review schedule to keep them healthy and up to date. 

3. Fee transparency

No hidden fees or charges. Integrity in all facets of our work with clients is our top priority.

Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

Learn more about us

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Centre

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our financial resources

Contact us today to get started

Meet the Team

As a Senior Investment Advisor, Chris works with business owners, professionals and retirees to achieve their financial goals. Specializing in retirement transitions, generating tax-efficient income, and guidance on structuring your estate in the best possible way, he is dedicated to dealing with every aspect of his client's financial situation.

Contact us today to get started

Christopher Simpson CIM® Photo

Christopher Simpson CIM®

Senior Investment Advisor
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Christopher Simpson, CIM®

Senior Investment Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

For over 20 years, Christopher has been helping clients achieve their financial goals. He has worked for 3 of Canada’s 5 large banks in both branch progressive positions and as an investment advisor. He gained international experience at Citigroup’s Private Banking Division in London, England. Upon returning to Canada, Christopher took a position with an investment management firm in Toronto. During his time there he worked directly with Financial and Investment Advisors across Canada. He rose to position of Vice President and helped the company grow from under $50 Million to over $1.5 Billion in assets. In 2011 he followed his passion of helping business owners, professionals, and families directly as a Financial Advisor.  In 2019, Christopher was nominated for the Investment Industry Association of Canada’s Top 40 Under 40 award.

Away from the office, Christopher is an avid outdoorsman. He shares this passion with his wife, Christine, their daughter Isla, and their 4dogs.  

Services offered: 

  • Specialized high-level investment strategies tailored for affluent clients
  • Wealth Management
  • Pension transitions
  • Life Insurance
  • Banking and mortgage products (on a referral basis)
Steven Bentley, CFA Photo

Steven Bentley, CFA

Investment Advisor
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Steven Bentley, CFA

Investment Advisor, Manulife Wealth Inc.

Prior to becoming an Investment Advisor with Manulife Wealth Inc., Steven was an Investment Representative with TD Direct Investing, where his role was to facilitate the trading for do-it-yourself investors. His exposure to the constant decay of wealth which took place within the self-directed brokerage led to a keen interest in behavioral finance and financial advisory.

Steven is a CFA Charterholder, completing all levels of the Chartered Financial Analyst (CFA) program above the 90th percentile. He also has a Bachelor of Commerce degree from UOIT with a major in finance. 

Out of the office, Steven enjoys any activity that gets him outdoors. He shares these passions with his spouse, Shelby, and his Chesapeake Bay Retriever, Bear.

Christine Dencs Photo

Christine Dencs

Administrative Assistant
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Christine Dencs

Administrative Assistant, Manulife Wealth Inc.

Christine joined the financial services industry in 2005 and has worked at both large and boutique Canadian fund companies in positions of customer service to Vice President of Sales. She is passionate about customer service and experience.

When not in the office you can find her training and teaching dogs for agility and dog sports. Christine and her canines have been featured in national advertising for companies such as Walmart and Pet Valu, and have performed live on Breakfast Television, CP24, City TV, the Raptors half time show, CNE, The Royal Winter Fair.

Linda Warman Photo

Linda Warman

Administrative Assistant
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Linda Warman

Administrative Assistant, Manulife Wealth Inc.

Linda is administrative support to provide a positive client experience. Linda enjoys working in the financial profession and looks forward to growing and learning with the whole team at Manulife Wealth Inc.. 

In her spare time Linda enjoys camping with her family, hiking, biking and yoga.

Services & Solutions

"Someone's sitting in the shade today because someone planted a tree a long time ago." Warren Buffett

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Investment Solutions

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Segregated Funds, Mutual Funds & Annuities
  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)
Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Needs Analysis and Risk Management
  • Travel Insurance
  • Life, Health and Dental Insurance
  • Disability and Critical illness protection
Planning for Retirement

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

  • Cash Flow and Needs Analysis
  • Tax minimization strategies
  • Registered retirement plans (RRSP, RRIF)


Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. There are different ways to achieve your goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts. 

  • Strategies to minimize or defer taxes
  • Multigenerational wealth planning and transfer
  • Advice on investments and account structures  


Group and Business Solutions

Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and key-person insurance
Banking Solutions

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.


For more information on services and solutions for your financial needs...

Contact Us Today

Stay in Touch


66 Baldwin Street, Suite 204
Whitby, ON  L1M 0L6

Office Hours

Monday - Friday  9AM - 5PM

Bus. 905-666-5738   |  Cell 647-293-9952  

Have a question? Interested in learning more?

Simply fill out the form, email direct or call today to schedule a time to talk.