Make your life easier
Personal finance management is drawing you out of your comfort zone? Not a problem – doing business with us is simple and clear. Whether you need to protect your family from contingencies or to invest in your projects for the future, we can help you. We provide consulting services and investment products, life and health care insurance and group insurance. We also produce income tax returns for individuals and self-employed workers.
Doing business with us is simple and clear
The Simplicité financière experience
Our approach aims primarily at simplifying financial basics to ensure all clients leave our offices better informed, enlightened, and, especially, worry free. Furthermore, integrity, professionalism and transparency are the cornerstones of our daily operations. They are prevailing at every step of our dealings with you and allow us to stay close to our clients.
Investments
Get advice and investment products tailored to your short-, medium- and long-term needs (RRSPs, TFSAs, RESPs, etc.)
Insurance
Protect your family and your business for peace of mind (life, disability, group plan, etc.)
Income Tax
Let us fill out your income tax returns and provide you fiscal advice according to your situation (individuals and self-employed workers).
