Simplified Financial Inc

Simplified Financial Inc Your partners in insurance protection. Explore your options. We offer in-person and virtual meetings.

Happy Easter! 🐣🐰We are closed and will return to the office on Tuesday, April 7, 2026.Have a lovely holiday weekend!
04/03/2026

Happy Easter! 🐣🐰

We are closed and will return to the office on Tuesday, April 7, 2026.

Have a lovely holiday weekend!

Ever wondered the benefit of a successor holder in a TFSA? A successor holder can take over their spouse's TFSA after th...
04/02/2026

Ever wondered the benefit of a successor holder in a TFSA? A successor holder can take over their spouse's TFSA after they die. It stays tax-exempt and avoids probate fees without it affecting their own contribution room. Give us a call to learn more!

We are here to help!
https://simplifiedfinancial.ca/

Ever wondered who can be a successor holder? A spouse or common law partner can be named as a successor holder. Give us ...
03/31/2026

Ever wondered who can be a successor holder? A spouse or common law partner can be named as a successor holder. Give us a call to learn more!

We are here to help!
https://simplifiedfinancial.ca/

Ever wondered the difference between a successor holder and a beneficiary? The successor holder takes over the account a...
03/30/2026

Ever wondered the difference between a successor holder and a beneficiary? The successor holder takes over the account and a beneficiary receives the funds in the account when the owner dies. Give us a call to learn more!

We are here to help!
https://simplifiedfinancial.ca/

Ever wondered what a successor holder is? A successor holder takes over the account when the owner dies. Give us a call...
03/27/2026

Ever wondered what a successor holder is? A successor holder takes over the account when the owner dies. Give us a call to learn more!

We are here to help!
https://simplifiedfinancial.ca/

Ever wondered who to name as a beneficiary on a critical illness policy? Critical illness insurance is a living benefit....
03/26/2026

Ever wondered who to name as a beneficiary on a critical illness policy? Critical illness insurance is a living benefit. Typically, the insured is the primary beneficiary. It is a good idea to add a contingent beneficiary in case the insured does not survive before the claim is paid. Give us a call to learn more!

We are here to help!
https://simplifiedfinancial.ca/

Ever wondered if critical illness insurance covers dementia? Some critical illness insurance policies cover some forms o...
03/24/2026

Ever wondered if critical illness insurance covers dementia? Some critical illness insurance policies cover some forms of dementia. If this is a concern for you, our advisors can specifically seek a policy that has these covered conditions. Give us a call to learn more!

We are here to help!
https://simplifiedfinancial.ca/

Ever wondered if there is someone specifically trained to help with elder planning issues? Yes, those with the Elder Pla...
03/23/2026

Ever wondered if there is someone specifically trained to help with elder planning issues? Yes, those with the Elder Planning Counselor EPC designation, which Suzanne and Shelley have, can assist with elder planning issues. Give us a call today!

We are here to help!
https://simplifiedfinancial.ca/

Address

#11-13210 Shoesmith Crescent
Maple Ridge, BC
V4R0C1

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Website

Alerts

Be the first to know and let us send you an email when Simplified Financial Inc posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Simplified Financial Inc:

Shortcuts

Share

Category