Simplified Financial Logo

Simplified Financial | The Complex Made Simple

AT SIMPLIFIED, WE WANT TO CONNECT WITH YOU

Simplified Financial:
The right financial service providers for British Columbia and Alberta.

When it comes to making dreams a reality, having the right advisor is important, and Simplified Financial has been helping people in British Columbia and Alberta – people like you – for more than two decades.

We care about who you are and where you’re at. We care about your goals and dreams, your concerns and fears and where you are headed. Our goal is to be with you every step of the way.

Simplified Financial offers financial advice that makes sense for you

Whether as a resource, educator or trusted advisor, we will help you make informed decisions to prepare you for whatever opportunities and/or challenges that life may present to you, your family and your business.

Headquartered in Maple Ridge, B.C., Simplified Financial provides insurance, investment and employee benefits programs for individuals and businesses throughout Alberta and British Columbia, and we offer value to every client by providing confident and caring support.

Whatever your goals and dreams, take the next step and share your story with us.

Request a Call

Insurance,
Simplified

Life brings with it no guarantees. Unexpected events - like a critical illness or disabling accident - can have a dramatic impact on the financial security and future of your loved ones. And the array of insurance choices to take care of the future can be overwhelming and...

Read More

Investments,
Simplified

Your goals and your current situation will help determine where you put your money...there are many choices out there, and we want you to choose to Get Simplified.

Read More

Employee Benefits,
Simplified

In today's tough market, finding and retaining top notch employees is tough. A well-managed and easy to understand employee benefits package positions your business as an employer of choice - helping you to attract and retain valuable members to your team.

Read More