Passion Behind the Brand: Wealth, With Soul™
Born from a journey of resilience and reinvention, Wealth, With Soul™ is more than financial planning—it’s a philosophy. It began when a young girl immigrated from Poland to Canada, witnessing her parents sacrifice everything for stability. Those early years, marked by financial stress and the absence of presence, sparked a lifelong mission: to help families align money with meaning.
After decades of experience in financial planning, coaching, and wellness education—and overcoming personal trials including family and a career-halting crisis—the founder created Simplicity Financial. This independent, education-first practice empowers individuals to achieve freedom through four pillars: Vision, Wellness, Prosperity Plan, and Impact. Each pillar integrates purpose, disciplined strategy, and energy awareness to ensure financial confidence and family harmony.
The promise is simple yet profound: You don’t have to choose between a full life and a full bank account. Let’s build your legacy of presence. Let’s create your Wealth, With Soul™.
Why Simplicity?
We simplify complex goals into clear, actionable steps. As an independent firm, we provide solutions that fit your life, not just your finances. We create peace of mind and confidence through clarity and action!!
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Our goal is simple: to help you and your family achieve true financial well-being and lasting prosperity.
Our Mission
To help you create lasting abundance—in finances and in life—through education, personalized guidance, and practical planning.
Simplicity Financial Team
Compliance Team
Fitz Shillingford
Branch Manager/Business Development Manager
Mortgage Solutions Team
​Booking and Accounting Solutions
We aim to see
Canadians thrive
Our services are offered on a fee-for-service basis, whether you’re seeking a second opinion, navigating a life change, or need an unbiased plan. Alternatively, we can work with you to create, implement, and monitor your plan. However you choose to engage, we’re passionate about providing independent, expert advice, partnering with industry leaders to deliver solutions that help you truly prosper and thrive.
At Simplicity,
We guide you through our Individualized 5 Step Process that clearly helps you identify your goals and objectives and lays out a step by step action plan to get there. During this process we review and analyze every aspect of your finances including your mindset and emotions around money. With our multi disciplinary team, we have a profound understanding of how each area integrates and bring you solutions that truly move you towards your objectives.