Simplified Financial | Simplified Financial

2024 Federal Budget Highlights

by Simplified Financial | Apr 18, 2024 | Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax

On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...

Tax tips to know before filing your 2023 income tax

by Simplified Financial | Mar 31, 2024 | 2024, Blog, corporate, Family, financial advice, financial planning, tax

This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...

First Home Savings Account (FHSA): What You Need to Know

by Simplified Financial | Feb 29, 2024 | Blog, Family, investment

The First Home Savings Account (FHSA) is a savings plan designed for first-time home buyers in Canada, which allows them to save up to $40,000 tax-free. Contributions to an FHSA are tax-deductible, similar to Registered Retirement Savings Plans (RRSP). Additionally,...

TFSA vs RRSP – 2024

by Simplified Financial | Feb 1, 2024 | 2024, Blog, business owners, estate planning, Family, financial advice, financial planning, individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...

What is an RRSP?

by Simplified Financial | Jan 31, 2024 | Blog, investment, Retirement, RRSP

What is an RRSP?Are you looking to save for your retirement and cut down on your tax bill? If this sounds good to you, then a Registered Retirement Savings Plan (RRSP) may be the perfect fit for you!What is an RRSP?The primary purpose of an RRSP is to help you save...

« Older Entries

Corey Walsh

2021-07-26

Shelley and her team has been so unbelievable during my multiple insurance claims. They went over the top everytime time I've been in the hospital to make sure my well being is being taken care of. I owe them a lot. Sincerely Corey Walsh.

Meadows Cleaners

2019-07-09

Suzanne Kania and her entire team are truly dedicated professionals that have delivered exceptionally great service and quality advice that all of our team members enjoy at Meadows Cleaners in Maple Ridge and Mission. We have been using them for over a decade now and will continue to do so indefinitely. On behalf of the Meadows Cleaners team and our family, thank you very much Simplified Financial Inc.!

Aurash Yazdgerdian

Suzanne Kania and her team is outstanding. They have provided us with outstanding service and exceptionally great professional advice for our business needs. I highly recommend them. Wouldn't trust anyone else.

Steve Cunningham

2019-06-20

Dear SFI team, Wow! You guys just sent me another kind reminder of something I need to take care of each year. I truly cannot thank you enough for your amazing customer service; you are ALWAYS keeping me on track! You ladies at Simplified Financial have always gone so far over and above all others. The way you've helped me through some tough times, I genuinely feel like I'm a family member! Thank you all for the wonderful work you do... please know what a difference you make to others.

Sheri D

2019-04-11

I've had the pleasure of dealing with Suzanne and her team both on a professional level (with Group Benefits at work) as well as with my personal matters. I have had nothing short of perfect experiences every time - always quick to answer questions, always eager to help, and always very knowledgeable. Unlike some I've dealt with in the past, I have never once felt like I was being "sold" something that I didn't need. Everything has always been explained in a way that makes sense, and without pressure. Fabulous team!

Deborah Chanut

2019-04-01

The staff at Simplified Financial are very helpful, courteous, informative, and thoughtful. If they do not know something, they will get back to us with the proper information as soon as they can. We are grateful that they are able to work with and help take care of our family by making sure we have the appropriate insurance coverage in place and investment guarantees that fit our retirement goals.

Gladys Li

2019-03-29

Suzanne and her trusted team at Simplified Financial have the knowledge, expertise, and show genuine care in the services they provide. A true pleasure to work with! I was guided step by step for my insurance needs and received down to earth, honest advice from Suzanne. She makes it easy to meet during house visits and always takes care of the details, making the process very comfortable. Sometimes these important issues aren't easy to think about or discuss; having her there to explain the process and my options made the conversation much easier. Thank you for all your assistance. Gladys L.

Thomas Kerr

A couple of years ago I asked Suzanne for some advise on a long term investment. It was not a great deal of money just slightly over $10,000.00. She took the time to visit with me and made a number of recommendations which proved more beneficial to myself and family. We have since transferred a very high percentage of our RRSP funds to Simplified Financial Inc. The whole process was painless, completely stress free and a very pleasant buying experience. My only regret, I didn't start working with Suzanne twenty years ago.

Sandie Wilson

2019-03-28

Very knowledgeable and friendly staff. We have always have had the right insurance package, and advise from them. They go out of their way to ensure you get what is right for you and / or your business. Have used them for 8+ years now and would highly recommend to anyone. Very prompt with replies, whether it is phone calls or email messages. Simplified Financial and the staff are great!

2024 Federal Budget Highlights

Tax tips to know before filing your 2023 income tax

First Home Savings Account (FHSA): What You Need to Know

TFSA vs RRSP – 2024

What is an RRSP?

Recent Posts

Recent Comments

Our Associations

What Clients Are Saying

What Clients Are Saying

What Clients Are Saying

What Clients Are Saying

What Clients Are Saying

Contact Us