Why Simplicity? We aim to deliver solution and goal oriented plans that break down even the most complex strategies into a step by step road map. Being independent allows us to fulfill those plans with products that truly fit our clients' needs. Our goal is simple: to get you and your family towards your definition of financial well being.
Educate and therefore
empower Canadians to take
charge of their financial lives.
That's our mission.
Simplicity Financial Team
We aim to see
Therefore, our services can be obtained on a fee for service basis: for a second opinion, to guide you through a life changing event, or to simply draft an unbias plan. Alternatively, you can engage with us to not only create but also to implement and monitor your plan. However, you choose to engage with us, rest assured we combine our passion for helping Canadians through unbiased, independent planning with industry leaders to bring you solutions that help you 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.