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. In this video, Suzanne talks about what it means to be a late applicant, and how your child can qualify to continue benefits under your plan. With all the talk surrounding mental health these days, let us not forget the effects of financial stress.
We would like to be with you every step of the way. In this video, Suzanne talks about what it means to be a late applicant, and how your child can qualify to continue benefits under your plan. With all the talk surrounding mental health these days, let us not forget the effects of financial stress.
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Our Story
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Our Founder John McDermott came to Canada from his beloved Ireland in 1974. He made Maple Ridge his home with his family. He had various jobs until 1982, when he discovered a passion for the insurance industry. John was truly an entrepreneur, so a few years later he created Simplified Financial and then Simplified Benefit Systems.
Our Team
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Shelley has been in various roles over the past 20 plus years in the financial services industry. As a banker, a high-risk lender/collector, a mortgage lender, an investment advisor, and an insurance agent.just to name some. Denise brings to Simplified Financial Inc. 30 plus years of administrative experience.
Services
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At Simplified we are an independent Canadian Insurance Broker. We work on your behalf to get the best and most competitively priced product that will service your needs. Yes, insurance can be confusing and sometimes intimidating, so our role is to ensure that you understand everything clearly before any decisions are made.
Investments
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Investment decisions can be complicated and very confusing based on industry jargon and buzz words. The truth is that it is intimidating and sometimes you may be hesitant to ask for clarification regarding your current investments. It's your money and you work hard for it. We want to help you keep it, grow it, protect it, insure it and access it when needed.
Employee Benefits
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We have helped hundreds of B.C. & Alberta businesses make informed decisions with regards to their employee benefits and business owner insurance needs. Whatever size your company is, we can help. This can be a complex process, so we work on your behalf to design a plan that can provide the appropriate coverage for your team and meet the needs of your business at a competitive cost and value.
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