Simplified Financial Inc

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 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/

Happy April Fools Day! is no joke, but we try to make it fun. Give us a call!

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 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 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 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. 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/

Did you know we serve clients in Utopia, ON? Refer a friend!

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

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 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/

Happy first day of spring! 🌷

We are here to help!
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