About

I help individuals, families and business owners build, protect and manage their wealth through personalized, tax-conscious financial strategies. As a business owner myself, I understand the importance of balancing personal and corporate financial goals. With 9 years of experience, I specialize in corporate wealth planning, tax-efficient investment strategies, employee benefits, business succession planning and comprehensive financial and estate planning. My team works alongside your trusted professionals – including your lawyer and accountant – to help deliver coordinated strategies tailored to your goals.Outside of the office, I enjoy playing the guitar, watching a good movie, spending time outdoors and travelling.If I have the choice, you’ll find me somewhere warm enjoying the sunshine, the beach and the ocean.Giving back is important to me. I proudly support Alberta’s Children’s Hospital, Autism Alberta and Saving Grace Animal Society. 

Davin Simao, Associate Advisor

As an associate advisor at Trifecta Insurance and Financial Services Corp, Davin Simao specializes in comprehensive financial strategies, investment management and strategic risk mitigation. Davin partners with individuals and families to help grow their wealth and build robust retirement roadmaps.

Leveraging his background in small business banking, Davin designs personalized financial roadmaps that integrate asset growth with tailored insurance solutions to help ensure long-term security. He is dedicated to providing clear, actionable advice to help empower his Clients to better navigate complex financial landscapes with confidence.

Outside the office, Davin enjoys camping with his family across Western Canada.

Jaimsie Hughes, Service Associate

With over 12 years experience in the financial services industry, Jaimsie is our licensed office and HR manager. Overseeing Client servicing, advisor support and daily operations. Out of office, Jaimsie and her family are avid sports fans and enjoy travelling adventures.