the complex made simple

Insurance,

Simplified

Investments,

Simplified

Employee Benefits,

Simplified

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

The Next Generation of Finances

The Next Generation of Finances

Finances. The complex subject. These are the thoughts of the insurance brokerage Simplified Financial. Our continuing mission to simplify complex financial decisions and find creative solutions. To boldly help the businesses, families, and individuals that want that...

Insurance Agent vs. Insurance Broker

Insurance Agent vs. Insurance Broker

Trying to find insurance products and the company that is right for you can be a challenge. That is why there are insurance agents and brokers. What is the difference between the two? Agent: Agents are great if you know the specific product you want. An insurance...

What Do Financial Advisors Do?

What Do Financial Advisors Do?

It is fairly common knowledge that a financial advisor’s job is to help their clients manage their money. However, there is more to it than that. What do financial advisors do? Financial advisors help their clients establish and manage their financial portfolios...