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Why Are Financial Reviews Important?

Why Are Financial Reviews Important?

by Simplified Financial | Jan 11, 2021 | Blog, Financial Consulting, Group Benefits, Insurance, Investing, Retirement

Why are financial reviews important? Financial reviews keep the flow of communication between you and your financial advisor. Financial reviews are important to: Update changes to your account and policy informationAdvise you of new products and services that may...

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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
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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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