Why work with an advisor at all?
- You want to know that you have a plan in place and that you are "On Plan."
- You want to be able to sleep well - the plan has to fit.
- You want to know that you are getting good value for your investment in the relationship.
Who are you working with?
The Simplify Wealth Team rebels against questionnaire-driven portfolios and the non-disclosure of relevant information. We are an independent office owned by local shareholders.
We are an associate office of Manulife Securities Incorporated, which is a Member of the Canadian Investor Protection Fund. We work with families and business owners who share our vision, discipline, and passion for building financial security. Through the creation of a strategic and personalized financial roadmap, we add value to our clients by providing a path, a structure and a consistent approach in a world where research, insurance products and trade execution are mere commodities.
Furthermore, we mitigate risk by anticipating and preparing for critical financial events in our clients’ lives. Jim is committed to working with our clients to provide a disciplined, personalized approach to planning, protecting and growing toward financial security, allowing you the freedom to achieve your life goals. Above all, there will be mutual understanding through full disclosure, openness, education and respect.