The Team

We are here to listen.

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 Canadian Investor Protection.

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

Portfolio Manager, Senior Financial Advisor, Manulife Securities Incorporated

Life Insurance Representative, Manulife Securities Insurance Inc.

Jim joined the financial services industry in 1997 and is currently a Senior Financial Advisor at Manulife Securities Incorporated and is a Life 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.

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

Assistant Investment Representative, Manulife Securities Incorporated

Wanda graduated with a Diploma in Office Administration with a concentration in Executive Administration from the College of the North Atlantic in 2002. In July 2021 she completed the Canadian Securities Course (CSC®), the Conduct and Practices Handbook and Investment Representative Training and is now an Assistant Investment Representative, Manulife Securities Incorporated (Licensed Assistant). Wanda has experience in customer service and has previously worked within a securities branch and has been a member of our team since 2011.

We are here to listen.

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

Call 1-709-754-1975