Each of us is pursuing his own simple and happy life. The accumulation of wealth is an important cornerstone. Simple Life Wealth is a caring partner tailor-made for your wealth accumulation and always accompanied.

Simple Life Wealth is a Canadian registered professional institution specializing in financial services, specializing in the sales and services of wealth management, insurance, healthcare benefits, mutual funds, and segregated funds.

Our team members all have engineering/management master’s degrees and professional backgrounds in insurance, investment, banking, engineering, and management for over 20 years. This is a team of professionals licensed with 10+ years of local service experience.

Our core values are Trustworthy, Protection, Professionalism, and Putting the customer first.  We help to provide customers with comprehensive, professional, timely, and thoughtful services.

Multilingual and detailed service is our best model. Every member of our team is proficient in English, Mandarin, and Cantonese, and can provide you with intimate local services, as well as various information and suggestions for your daily life.

What we do: The products and services we can provide you include but are not limited to:

Insurance for Life: Participate, Permanent, Term, Critical Illness, Disability

Business Solutions: Group Benefit, Group RRSP, Key Person Insurance, Buy-Sell agreement,

Travel Insurance: Manulife, Allianz

Investment and financial management: Mutual Funds, Segregated Funds, GIC

Mortgage: BMO mortgage