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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.
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Latest tidbits from our Blog
Are Your Group Benefits Enough?
Having an employer-sponsored group plan is a great start to providing coverage for you and your family. It does not hurt that often the company pays a portion of the premiums! However, not every plan offers the same value to you. It is important to check and review...
Looking to protect your business?
The Covid-19 pandemic has had a major effect on small and medium-sized businesses in Canada.While the federal government has implemented support programs and grants to minimize the financial impact, the reality is that a high percentage of businesses are...
Merry Christmas from Simplified Financial
In this video, Suzanne and Shelley thank you for working with us and wish you and your family a Merry Christmas. https://youtu.be/zno_XOxGnR0 Simplified Financial is here to help you and your loved ones. The holiday season can present some financial challenges. We can...