Service family & individual

Wealth Management

Simple Life Wealth Financial’s Investment Services provide you with simple transparent investment solutions, helps to build your own financial security plan by utilizing segregated funds, and mutual funds.

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Life Insurance

Having the right life insurance protection can make a big difference in your life and the lives of your family. A proper financial security plan that includes life insurance can mean the difference between leaving your estate financially secure and leaving behind debts and an inadequate income.

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Travel Insurance

Travel insurance offers you a variety of plans to choose from – Travel insurance for Travelling Canadians, Travel insurance for Visitors to Canada, and Travel insurance for Students – so you can select the protection that most suits your own travel insurance needs.

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Living benefit

Living benefits are non-contractual benefits where a portion of the insurance is paid while the insured person is still living. Interest accrues on the amount advanced until the date of death.

If an insured person is diagnosed with a terminal illness, the policy owner may be eligible for a lump sum advanced.