Welcome to Simundson & Associates
Private Wealth Management
With 37+ years of experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.
Who we help
Our team focuses primarily on the needs of pre-retirees and retirees, families, and agriculture and farming families. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 37 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
I trust both Ray and Shelby implicitly to give the best advice and manage my accounts. They are very professional, personable and knowledgeable. I highly recommend using them & their services
— Kaillie H., Client for over 37 years
I have nothing but excellent things to say about both Ray and Shelby. Their knowledge and expertise is irreplaceable and incredibly valued by both my husband and myself. They have always answered all my questions and addressed any concerns in a timely and very professional manner. Before we became clients, we felt like we were drowning in debt with no future financial plans or insurance. I’m happy to say, we’ve paid off a TON of debt, while ALSO investing in our futures. We both now carry insurance, and know our children and family are taken care of. We have had such an amazing experience, and FINALLY feel like we’ve made the right decision by having Simundson & Associates take care of our finances and futures. We cannot thank Ray and Shelby enough!
— Jessica and Jay H., Clients for over 3 years
Always fast, responsive, incredible, informative, and professional help from both Ray and Shelby. I highly recommend their services.
— Tyler C., Client for over 5 years
I have known Ray both professionally and personally for over 30 years. He is very diligent, focused and driven in every endeavour he champions. I strongly endorse Ray in business and community affairs, as well as a devoted family man and confidant in friendship.
— Eric H., Client for over 30 years