the complex made simple
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
Latest tidbits from our Blog
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...
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...
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...