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Unique Solutions for Unique People

We have been serving our clients in BC & Alberta for over two decades. Securing the right support, to help you fulfill your financial goals and dreams is our ultimate goal. Take your first step by providing us with the opportunity to be of service. Just call or email and we will ensure that you receive our undivided attention. We would like to be with you every step of the way.

Your big dreams deserve expert advice

it all starts with 1 call

Truth has power….if we all gravitate toward similar ideas, maybe we do so because those ideas are true…written deep within us…when we hear the truth, even if we don’t understand it, we feel that the truth will resonate with us…vibrating with our unconscious wisdom…perhaps the truth is not learned by us, rather the truth is  recalled… remembered…recognized…as that what is already inside us

Latest tidbits from our Blog

Has your dependent become a late applicant?

Has your dependent become a late applicant?

In this video, Suzanne talks about what it means to be a late applicant, and how your child can qualify to continue benefits under your plan. https://youtu.be/xoy2Ud2GP7Y Simplified Financial is here to help you and your dependents navigate the overage dependent...

Are You Prepared for Retirement?

Are You Prepared for Retirement?

Retirement can be a big life transition. Many people go into it without being truly prepared for the changes. It is important to do retirement planning before that phase of your life begins. Two main questions: What will your retired lifestyle be?How much do you need...

Are You Stressed about Money?

Are You Stressed about Money?

With all the talk surrounding mental health these days, let us not forget the effects of financial stress.Sometimes we try to avoid stress by burying our heads in the sand, which only allows the stress to grow. The bigger it grows, the harder we work to avoid it. It...