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  At Simplify Wealth, we strive to consistently deliver the highest quality of client service with a sense of professionalism, friendliness, integrity and diligence. 


We are an independent office owned by local shareholders and an associate office of Manulife Securities Incorporated, which is a member of the Investment Industry Regulatory Organization of Canada (IIROC), the Canadian Investor Protection Fund (CIPF), and Manulife Securities Insurance Inc. (MSII).


Jim Templeton, B.A., C.I.M.  Photo

Jim Templeton, B.A., C.I.M.

Financial Advisor, Manulife Securities Incorporated
Insurance Representative, Manulife Securities Insurance Inc.

Jim joined the financial services industry in 1997 and is currently a Financial Advisor at Manulife Securities Incorporated and is an Insurance Representative with Manulife Securities Insurance Inc. in St. John’s, Newfoundland.   Jim worked for a national bank-owned securities firm for five years before opening an associate Berkshire Securities Inc. office with his father, Bruce, in September 2002.  Berkshire Securities Inc. became Manulife Securities Incorporated effective July 2, 2008.

Read Jim's latest blog post:


Rachelle Burnett Photo

Rachelle Burnett

Financial Advisor Assistant, Manulife Securities Incorporated

Rachelle graduated with a Business Diploma from the Northern Alberta Institute of Technology (1997) with a concentration in Finance. She moved from Calgary to join our team in September 2008, bringing a wealth of industry experience. Rachelle has worked in the financial services industry since 1997.  She became a Registered Representative (R.R.) in 2009, qualifying her to accept orders, execute trades, and assist clients with general financial matters. 

 Wanda Walters Photo

Wanda Walters

Client Services Coordinator

Wanda graduated with a Diploma in Office Administration with a concentration in Executive Administration from the College of the North Atlantic in 2002. Wanda has previous experience within a securities branch and will be continuing her education in the financial services industry on an ongoing basis. 

Bruce Templeton, C.I.M., F.C.S.I., CPCA Photo

Bruce Templeton, C.I.M., F.C.S.I., CPCA

Financial Advisor (Retired)

Bruce has worked in the investment industry as a Financial Advisor since 1983.

 In September 2002, Bruce opened an associate Berkshire Securities Inc. office with his son and partner, Jim, in St. John’s, Newfoundland. Berkshire Securities Inc. was purchased by Manulife Securities Incorporated effective July 2, 2008. 

Call 1-709-754-1975