Simplified Financial Inc.

About

Our name is our mission – to simplify the complex financial decisions you face, providing you with clear information and easily understandable options.

Simplified Financial has been serving its clients in BC and Alberta for over two decades. Our ultimate objective is securing the right support, to help you fulfill your financial goals and dreams. Insurance, investments, employee benefits, and retirement planning can be confusing and sometimes intimidating. Our role is to ensure that you understand everything clearly, before making any decisions. Call or email us, and we will take care of your financial needs every step of the way.

Our ideal clients are:

Businesses: From start-ups, to small businesses, to corporations, we want to help businesses that care about their people and align themselves with safety. Businesses that are or want to be leaders in their industry. We aim to assist business owners, entrepreneurs, and their employees, to make their mark and reach for the sky.

Families: Caring for families is a priority for us. Whether you are about to get married and start a family, saving for college, or heading towards empty nesting, we want to help make every transition simpler.

Millennials: Young people who are getting started or want to get ahead in life, saving to start a business, purchase property, or travel. We want to offer the next generation a future with options.

Retirees: People preparing for retirement, entering retirement, or looking into long-term care. Our goal is to help design a plan that provides security and peace of mind.

Keywords

retirement, savings, lifemortgage insurance, employee benefits, critical illness insurance, education savings, wealth management, advising, financial consulting, investments, longterm care insurance, retirement savings, finance management, insurance, retirement planning, health insurance, group benefits, financial advising, disbaility insurance, travel insurance

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