Simplicity Financial is a trusted, independent financial education and planning firm, backed by over 20 years of in-depth industry expertise. We specialize in empowering professionals, entrepreneurs, and their networks to take control of their financial futures. Our experienced team is committed to delivering strategic, results-driven solutions that simplify complex financial challenges and unlock opportunities for long-term success.
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Our services encompass a diverse range of engagement methods tailored to accommodate your specific needs and budgetary considerations.
We can be retained on a fee for service, fee for plan, or ongoing engagement.
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Million Dollar Difference is an inspiring and informative read that will help readers understand the power of financial planning. Anna Knight provides a detailed look at the financial planning process and how it can help create wealth. She also provides practical advice on how to get started and how to make the most of a financial planner's services. With her easy-to-follow steps and real-life examples, readers will be able to create their own financial plans and start building wealth.
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Our Business Partners & Affiliates
We only work with stable, reliable and established investment firms with a strong track record. Some of Simplicity Financial's partners are:
The opinions expressed on this website are those of the Financial Advisor and are not necessarily those of Desjardins Independent Network. Any data provided is for illustration purposes only. Clients and prospective clients should always read a product prospectus and fully understand all of the risks associated with the product before purchasing. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements.