Client Stories & Testimonials

Retirement Advise…
We could never have navigated through the complicated process of retirement without Suzanne’s help and support.  Her knowledge and kinds ways have meant the world to us.
We now have enough to live on and support the charity causes we believe in addition to paying down a mortgage on our house.
Her professionalism and ability to make the maze of red tape simplified as been an enduring confidence for us.  She has laid out the options in an unbiased fashion without undue pressure.
We are more than satisfied and have recommended her to our friends who find themselves close to retirement without the expertise they need.
Every one of them has been more than satisfied.  Having spent a lifetime dealing with people of all sorts of backgrounds my wife and I are better than average judges of peoples’ character and we wholeheartedly give her our endorsement.

C Joseph B Bailey


Financial Advise..
Suzanne and her team at Simplified Financial have assisted me for more than 8 years with my financial and insurance needs. I rely on their expertise to guide me through the “maze” of products available and can always count on them to simplify the process that enables me to make informed decisions. I would not hesitate to recommend “Simplified Financial” to all my friends and clients . . . in fact I make a point of it.

Lorraine Manyk


Group Benefit Plans and cost management..
In June 2008, Scamp engaged the services of Simplified Benefits to secure employee benefits for the 104 full-time employees of our 27-year old petroleum transportation business.
Scamp enthusiastically endorses the services of Simplified Benefits. While offering competitive options, their winning edge is their service. We were pleased with the seamless transition for all of our employees. Suzanne and her staff were, and continue to be, readily available for support and service to any employees with coverage/enrollment issues. This is a tribute to Suzanne and her staff’s dedication and professionalism. Scamp is thankful and proud to be a member of the Simplified Benefits portfolio.

Jay Campbell


Group Benefit Plan designed for you..
Suzanne Kania has gathered together a great team at Simplified Financial. Her team provides great knowledge in all areas of group benefits and financial services. They work for the client rather than the insurance companies and financial institutions. Their attention to customer service is only overshadowed by their attention to detail ensuring customer satisfaction.

Lance Rourke


In need of Group Benefits for your team..
The team at Simplified took the stress out of setting up employee benefits. They structured a plan that gave my employees the coverage they needed and helped me manage the ongoing costs. After several years, they continue to check in with us regularly to make that the package still fits and ensure our team understands their program. I can’t imagine working with anyone else.

Paula Skaper, President
Kinetix Media Communications Ltd.


Looking for that personal touch to insurance and investing..
It is always a pleasure dealing with Simplified Financial. The staff are all very helpful and personable. We would recommend Simplified to anyone looking for insurance benefits.

Sandie Wilson, Owner
Chicken Little Sales and Marketing


Looking for Investment products or benefit advise..
I would highly recommend any of your existing and future clients deal with Shelley and Simplified Financial for any benefit or investment needs. She was able to get Helical Pier Systems highly competitive rates on premium benefits, she is extremely knowledgeable in her field and bar none the best service in the industry.

Ben Kasprick
Vice President Operations
Helical Pier Systems Ltd.


Think your business is not large enough for a Group Benefit Plan think again..
Suzanne and her team did the impossible for us; they made benefits simple and pleasurable to deal with. Even though we are a small company the personal attention we receive from Simplified Financial makes us feel like we are top priority.

With an easy renewal every year and competitive pricing we are extremely satisfied. Every question, comment or concern is dealt with immediately by an eager team member waiting to assist. We at Colter Developments would highly recommend anyone who currently has benefits or newly interested clients to contact Simplified Financial.

Erin Mackowski
Colter Developments

Let us know about your experience with Simplified Financial, e-mail Suzanne