Simplified Financial
Finance · Canada · 1-10 Employees
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Overview
Headquarters
208-22561 Dewdney Trunk Rd, Maple Ridge,...Phone Number
(604) 466-1046Website
www.simplifiedfinancial.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
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1
About Simplified Financial
Simplified Financial provides tailored financial solutions for business owners, families, and pre-retirees across British Columbia, Alberta, and Ontario. With over two decades of experience, the company focuses on understanding each client's unique needs and goals to simplify their financial planning. Their services include insurance, investments, and employee benefits, aimed at alleviating the complexities of financial management. The firm is dedicated to supporting clients every step of the way, allowing them to concentrate on what matters most.Explore more
Simplified Financial Org Chart
SL
Manager, Benefits Administration
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1990
MM
Marcus MeloGeneral Manager, The William Douglas Group Inc. Associate Portfolio Manager, Aligned Capital Partners Inc.
Company Profile Activity
Activity Insights
Simplified Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Simplified Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simplified Financial.
Simplified Financial Tech Stack
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Simplified Financial provides tailored financial solutions for business owners, families, and pre-retirees across British Columbia, Alberta, and Ontario. With over two decades of experience, the company focuses on understanding each client's unique needs and goals to simplify their financial planning. Their services include insurance, investments,... Read More
