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Simplified Financial is Sponsoring – Maple Ridge Pitt Meadows Art Studio Tour

Simplified Financial is Sponsoring – Maple Ridge Pitt Meadows Art Studio Tour

by Simplified Financial | Jan 24, 2023 | Blog

May 13th and 14th, 2023, 10:00 am to 4:00 pm After 2 years of covid cancellations, we are back and excited to see you! Join us over the Mother’s Day Weekend as artists from Pitt Meadows and Maple Ridge once again open our studios to the public. We are delighted to...
Changes to EI Sickness Benefits – What You Need To Know

Changes to EI Sickness Benefits – What You Need To Know

by Simplified Financial | Jan 24, 2023 | 2023, Blog, Government

As part of Budget 2022, the federal government recently announced that EI sickness benefits would be extended from fifteen weeks to twenty-six weeks as of December 18, 2022. What do these changes mean: If your short-term disability plan integrates with EI sickness...
2023 Financial Calendar

2023 Financial Calendar

by Simplified Financial | Jan 5, 2023 | 2023, Blog, financial planning, Retirement, RRSP, Tax Free Savings Account

Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
An Optimized Financial Plan

An Optimized Financial Plan

by Simplified Financial | Nov 7, 2022 | Blog, business owners, Family

Navigating your way through the complexities and ever-changing landscape of the modern financial environment can not only be daunting and complicated, it can be time consuming and mentally exhausting too. These days, we are quite simply overwhelmed by so many...
Do you have an advisor on duty?

Do you have an advisor on duty?

by Simplified Financial | Jun 1, 2022 | Blog, Financial Consulting, Group Benefits, Insurance, Investing, Retirement

In this video, Shelley explains how having no advisor is like having no lifeguard on duty. Shelley explains how having no advisor is like having no lifeguard on duty. Simplified Financial is here to support you. We have wonderful advisors who can help you choose...
Are Your Group Benefits Enough?

Are Your Group Benefits Enough?

by Simplified Financial | May 2, 2022 | Blog, Financial Consulting, Group Benefits

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...
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Recent Posts

  • Simplified Financial is Sponsoring – Maple Ridge Pitt Meadows Art Studio Tour
  • Changes to EI Sickness Benefits – What You Need To Know
  • 2023 Financial Calendar
  • An Optimized Financial Plan
  • Do you have an advisor on duty?

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Our Associations

What Clients Are Saying

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 Li

What Clients Are Saying

As a long term client, I have been with Simplified Financial (Suzanne) for the past 20 years. It would be hard to fit into a paragraph the amazing support and direction that I have received and continue to receive. No matter when I called for updates, changes in my portfolio, overall direction, Suzanne always made the time, in my best interest , to ensure that my investments were well look after. Upon my retirement, it is comforting to know that Suzanne and her staff are there providing excellent service..

– Germaine Lessard

What Clients Are Saying

A very caring firm, always looking out for the clients best interest. They have such extensive knowledge for everyone’s financial future and will be there for you and your planning needs.

– Tracy Anaka

What Clients Are Saying

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.

– Aurash Yazdgerdian

What Clients Are Saying

Simplified Financial has help set us up for success. Not only in the future, but today too. Whether it be supporting us with RRSPs, TFSAs, Investments or Travel Insurance when we are globe trotting – the team at SF is the best!
I recommend SF to all of my friends!!

– Tarlyn Campbell

Corey Walsh
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
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
Aurash Yazdgerdian
2019-07-09
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
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
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
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
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
Thomas Kerr
2019-03-29
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
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!
Google rating score: 5 of 5, based on 26 reviews
Book A Meeting

Ph: 604-466-1046

Contact Us

E: suzanne@simplifiedfinancial.ca
E: shelley@simplifiedfinancial.ca

#11-13210 Shoesmith Crescent,

Maple Ridge, BC V4R 0C1

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