Simplified Financial Inc

Name: Simplified Financial Inc
Address: 13210 Shoesmith Crescent #11, Maple Ridge, BC V4R 0C1, Canada, R, Canada

5/5 ★ based on 8 reviews

Contact Simplified Financial Inc

Address :	13210 Shoesmith Crescent #11, Maple Ridge, BC V4R 0C1, Canada
Phone :	📞 +
Website :	https://simplifiedfinancial.ca/
Categories :	Insurance agency ,
City :	R

13210 Shoesmith Crescent #11, Maple Ridge, BC V4R 0C1, Canada

Best Insurance agency in Canada

M	Matt Bowman on Google ★ ★ ★ ★ ★ Suzanne and her team are top notch when it comes to investing and managing finances! They handle the benefits at my work and I now have an RRSP and life insurance through them. Always answers the phone and makes the time to patiently explain anything I don't understand. Even drove out of her way to meet me halfway for a meeting! I highly recommend the team at Simplified Financial! Very professional!
G	Germaine Lessard on Google ★ ★ ★ ★ ★ 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..
S	Sheri D on Google ★ ★ ★ ★ ★ I've had the pleasure of dealing with Suzanne and her team both on a professional level (with Group Benefits at work) as well as with my personal matters. I have had nothing short of perfect experiences every time - always quick to answer questions, always eager to help, and always very knowledgeable. Unlike some I've dealt with in the past, I have never once felt like I was being "sold" something that I didn't need. Everything has always been explained in a way that makes sense, and without pressure. Fabulous team!
G	Geri Schuit on Google ★ ★ ★ ★ ★ Suzanne is honest, professional and hard working. I have never felt pushed into doing something. In fact, she will be the first one to say ‘ think about it’ and let her know. I trust her with all our financial needs. Not only is she a great advisor. But is also a friend now. Thank you Suzanne for all your hard work in steering us in the proper financial direction.
C	Corey Walsh on Google ★ ★ ★ ★ ★ Shelley and her team has been so unbelievable during my multiple insurance claims. They went over the top everytime time I've been in the hospital to make sure my well being is being taken care of. I owe them a lot. Sincerely Corey Walsh.
T	Thomas Kerr on Google ★ ★ ★ ★ ★ A couple of years ago I asked Suzanne for some advise on a long term investment. It was not a great deal of money just slightly over $10,000.00. She took the time to visit with me and made a number of recommendations which proved more beneficial to myself and family. We have since transferred a very high percentage of our RRSP funds to Simplified Financial Inc. The whole process was painless, completely stress free and a very pleasant buying experience. My only regret, I didn't start working with Suzanne twenty years ago.
G	Gladys Li on Google ★ ★ ★ ★ ★ 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 L.
D	David Kubilius on Google ★ ★ ★ ★ ★ I was looking to make a long term investment and diversify from my regular dealings through work. Simplified Financial provided me with several investment options but more importantly, took the time to get to know me first. They worked hard to create an investment strategy that made sense and that I was comfortable with. Since, I have utilized their insurance services as well. All of my dealings with Simplified Financial have been handled in a timely manner and always with a high level of professionalism! Suzanne and her team are fantastic to deal with and I would recommend Simplified Financial to anyone. Great company, great people, great service.