Book Appointment

Helping Professionals

Pre and post-retirement strategies and legacy planning.

Enriching Lives

Together we can create clarity to help you attain your goals.

Helping Families

Estate & succession planning, as well as transition planning for business owners.

Simard and Associates Financial Services Windsor Essex, Southwestern Ontario, GTA, Toronto
FOR BUSINESS, FOR PERSONAL, FOR LIFE

Services Tailored to
Fit Your Needs

At Simard & Associates, we don’t believe in one size fits all.  Like the perfect outfit, our services are tailor made to fit the dynamic needs of todays professional environment.  After the initial setup is complete, the service doesn’t stop there.  We will monitor your portfolio and recommend changes as needed.  Because just like your favourite outfit, sometimes adjustments are necessary.

More About Us
Our Expertise

Simard & Associates Services

What We Do &

Who We Are

Our clients thank us for our experience, our trustworthiness and our professionalism. We relate to our clients on an emotional level, adding value to their lives, not just their finances. We bring understanding and clarity to what may seem like a complex process.

If not for our dedicated team of financial specialists and office staff, Simard & Associates would not be able to provide the truly customized financial planning that we’re known for. Meet them now!

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  • We have been working with Kathy for years. Her knowledge and guidance has put us at ease with our retirement portfolio. We are confident in her decision making when it comes to our investments. Always a pleasure to meet with her.

    Beverley & Bryon

  • We have been working with Kathy and her team for over 20 years regarding our family’s financial security. Her financial knowledge, attention to detail, honesty, excellent advice and dedication to our specific needs currently and for the future make her and her team invaluable. Thank you always for all you do for us!

     

    N & M

  • Thank you for all your advice, support, and expertise Meghan. I walked into your office feeling scared, worried, and crazy but walked out feeling hopeful, empowered and so well cared for. Thank you from the bottom of my heart.

    S. K.