Grow Your Wealth with Confidence

Investment Solutions for Every Stage of Life

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.

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.

Committed to Helping Our Clients Succeed

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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.

Committed to Helping Our Clients Succeed

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Kim Wexler

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Billy Jackson

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info@financialsimple.ca

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