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
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.

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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Organizations Supported

  • 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