the complex
made simple



Peace of mind



Growing your money


Employee Benefits,

Protecting your people

Unique Solutions for Unique People

We have been serving our clients in BC & Alberta for over two decades. Securing the right support, to help you fulfill your financial goals and dreams is our ultimate goal. Take your first step by providing us with the opportunity to be of service. Just call or email and we will ensure that you receive our undivided attention. We would like to be with you every step of the way.

Your big dreams deserve expert advice

it all starts with 1 call

Truth has power….if we all gravitate toward similar ideas, maybe we do so because those ideas are true…written deep within us…when we hear the truth, even if we don’t understand it, we feel that the truth will resonate with us…vibrating with our unconscious wisdom…perhaps the truth is not learned by us, rather the truth is  recalled… remembered…recognized…as that what is already inside us

Latest tidbits from our Blog

Do you have an advisor on duty?

Do you have an advisor on duty?

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...

Are Your Group Benefits Enough?

Are Your Group Benefits Enough?

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...

Looking to protect your business?

Looking to protect your business?

The Covid-19 pandemic has had a major effect on small and medium-sized businesses in Canada.While the federal government has implemented support programs and grants to minimize the financial impact, the reality is that a high percentage of businesses are...

Client Praise

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

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

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

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

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