Blog
Do you have an advisor on duty?
In this video, Shelley explains how having no advisor is like having no lifeguard on duty. https://www.youtube.com/watch?v=jbW1F7mXlf0 Shelley explains how having no advisor is like having no lifeguard on duty. Simplified Financial is here to support you. We have...
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...
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?
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?
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...
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
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?
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...