Simplified Financial Inc - Maple Ridge, British Columbia

rita A.

I hardly write reviews but this one is long overdue. I am very happy and satisfied with the services I received from Shelley, Mariah and all the simplified team during my claim and recovery. They prioritized my health before any other thing and did not overwhelm me with stressful questions/process during my claim. All I needed was a peaceful recovery and I got that 100% from Simplified Financial. Shelley and Mariah were always available to answer my questions and checked in with me all the time.

Thank you all for all you do🙏🏻🙏🏻🙏🏻

Gladys L.

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.

David K.

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.

Sheri D.

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!

Matt B.

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!

Germaine L.

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..

Guy S.

I have had the pleasure of dealing with Suzanne and her team for the past ten years. First with the company that I work for with their plans, then personally as we used them for our personal life insurance, RRSP's, and set us up with our Manulife banking. She has always been there to help whenever we needed. Her and her team are fantastic.

Justin R.

Suzanne has been very helpful with setting me and my family up with life insurance and an RESP for our baby girl. Her flexibility to make house calls was extremely convenient. Her evident knowledge makes us feel very confident we have made good decisions for our future.