Simplified Financial Inc.

We are your partners in insurance protection for your family, business, and money. Explore your options with in-person and virtual meetings. Visit us!

[Simplified Financial Inc. @SimplifiedFin]

Happy Easter! 🐣🐰

We are closed and will return to the office on Tuesday, April 7, 2026.

Have a lovely holiday weekend!

#easter

[Simplified Financial Inc. @SimplifiedFin]

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/avoids probate fees without affecting their own contribution room. Give us a call!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

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

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

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://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

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://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

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://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered who to name as a beneficiary on a critical illness CI policy? CI is a living benefit. Usually, the insured is the beneficiary. It is wise to add a secondary beneficiary in case the insured does not survive before the claim is paid.

Call us!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

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

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if critical illness CI insurance covers dementia? Some CI insurance policies cover some forms of dementia. If this is a concern for you, our advisors can seek a policy that covers these conditions. Give us a call!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if there is someone 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://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Happy first day of spring! 🌷

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if prescriptions used for weight loss are covered by your benefits plan? Most carriers do not cover weight loss drugs. See if RX Helps or InnoviCares offer coverage assistance. Give us a call to learn more!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Did you know we serve clients in Grande Prairie, AB? Refer a friend!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Happy St. Patrick's Day!🍀

#stpatricksday

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if your benefits plan covers vitamins or supplements? No, most carriers do not cover vitamins or supplements even if they are prescribed by a medical doctor. Give us a call to learn more!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if your parents' benefits cover a hospital bed for their home? Some benefits plans can cover a hospital bed along with other medical items. Give us a call to see if your benefits has these provisions!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if a benefits plan offers coverage for dentures? Some plans offer coverage for denture services like cleaning, relining, or rebasing. Give us a call to learn more about denture coverage!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Did you know we serve clients in Fort St John, BC? Refer a friend!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Ever wondered if you can just get health coverage if you are on the federal dental plan? Yes, there are a few individual benefits plans that offer health and no dental coverage. Give us a call to get a quote!

We are here to help!
https://t.co/iJnYxyYLa9

[Simplified Financial Inc. @SimplifiedFin]

Happy International Women's Day yesterday!