Grow Your Wealth with Confidence
At Financial Simple, we simplify the complex world of investing—helping you build, preserve, and grow your wealth with strategies tailored to your goals, timeline, and risk tolerance.
Whether you're planning for retirement, saving for your child's education, or looking to optimize your corporate investments, we provide personalized guidance and flexible investment solutions that evolve with your life.
Investment Solutions for Every Stage of Life
RRSP – Registered Retirement Savings Plan
Build your future while reducing your tax bill. An RRSP allows your investments to grow tax-deferred until retirement, helping you potentially lower your overall tax burden and grow a larger retirement nest egg.
TFSA – Tax-Free Savings Account
Achieve long-term goals with the flexibility to withdraw anytime—tax-free. Whether you're saving or investing, a TFSA lets your money grow without taxes on gains, interest, or dividends.
RESP – Registered Education Savings Plan
Start early and take advantage of government grants and tax-deferred growth. A RESP is a smart way to prepare for your child’s post-secondary education while maximizing every dollar invested.
Customized Investment Planning
We offer tailored investment strategies designed to adapt as your needs evolve. Our investment philosophy focuses on:
Strategic asset allocation based on your unique risk profile
Proactive risk management to protect your capital
Integration with your broader financial plan
Access to a full suite of registered and non-registered investment accounts
We also provide custom education planning options that go beyond RESPs—offering alternative vehicles for parents and grandparents looking to maximize long-term, tax-efficient growth for a child’s future.
Tax-Efficient Investment Strategies for Corporations
For incorporated professionals and business owners, we design corporate investment plans that align with your financial and tax goals.
Our expertise includes:
Corporate class investments
Passive income planning within your corporation
Investment strategies using holding companies
Life insurance solutions for tax-free asset transfer and CDA optimization
We work closely with accountants and legal advisors to ensure every plan is compliant, innovative, and tax-smart, helping you grow wealth inside your corporation while minimizing the impact of passive income rules.
Why Choose Financial Simple?
Fully personalized investment guidance
Transparent, goal-oriented planning
Strong emphasis on tax optimization
Coordination with your accountant or advisory team
Support for individuals, families, and business owners
Let’s Build Your Investment Plan
Whether you're starting out or seeking advanced investment strategies, our team is here to guide you every step of the way.
Schedule a free consultation today and discover how smart investing can help you reach your financial goals faster and more efficiently.
Book Your Free Consultation
Or contact us directly:
Phone: (647) 242-5676, (604) 362-9497, (825) 882-4117
Email: [email protected]
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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