Integrated Tax and Financial Advice
For Business Owners and Families
Across Canada
At Financial Simple, we specialize in bringing clarity, strategy, and confidence to your finances.
Through a collaborative effort, we leverage our collective expertise to thoroughly examine every aspect of your financial well-being. This allows us to identify opportunities and mitigate risks, ensuring the most optimal and financially sound outcomes.
Our collaborative team-based approach not only optimizes your financial landscape but also liberates your time, empowering you to prioritize what truly matters: cherished moments with your loved ones.
With Financial Simple
You're Never on Your Own
When it comes to taxes and finances, knowing where to start can feel overwhelming. That’s where we come in. Partnering with Financial Simple means gaining access to a dedicated team of financial and tax professionals who are fully on your side.
Together, we’ll design your Financial Plan— a personalized roadmap built to meet your current needs while guiding you toward your long-term goals.
But we don’t stop at planning. We help bring your strategy to life — breaking down complex steps into clear, manageable actions and providing the ongoing support you need to make confident, informed decisions.
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TESTIMONIALS
What Our Clients Have To Say
I’ve worked with many insurance providers globally, but none have offered such personalized service. Their team truly goes above and beyond.
— John M.- From Chicago
Exceptional experience from start to finish. They took the time to understand my needs and offered the best solutions tailored to my situation.
— Sara K.- From Chicago
I’m impressed by their global reach and professionalism. Their quick responses and reliable support make them my top choice for health coverage.
— Carlos Garcia - From Chicago
Frequently Asked Questions
What makes your insurance plans different from others?
Our plans are tailored to meet individual needs, offering flexibility, competitive pricing, and a seamless claims process to ensure your peace of mind.
How do I know which plan is right for me?
Our experts provide personalized consultations to assess your needs and recommend the best plan that suits your health, budget, and lifestyle.
Can I make changes to my policy after purchasing?
Yes, we offer easy policy adjustments to ensure your coverage stays up to date with any changes in your life or needs.
Is my family covered under my insurance plan?
Yes, we offer family plans that cover all ages, ensuring your loved ones are protected with comprehensive care and support.
How quickly can I make a claim?
Our claims process is fast and efficient, allowing you to submit claims easily, with most claims being processed within 24-48 hours.4o mini
Offices
ON: 155, University Ave, Toronto, M5H 3B7,
Phone:(647)242-5676
BC: 1021 W Hastings St, Vancouver, V6C 2R6
Phone: (604)362-9497
AB: 9945 50th St NW, Edmonton, 5th floor, T6A 0L4
Phone: (825)882-4117